AssetMark Inc’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

AssetMark Inc’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.1M	Buy	338,253 +25,128	+8%	+$1.33M	0.03%	401
2026 Q2	$16.4M	Buy	313,125 +23,445	+8%	+$1.2M	0.03%	420
2026 Q1	$14M	Buy	289,680 +18,242	+7%	+$874K	0.03%	423
2025 Q4	$12.9M	Buy	271,438 +37,827	+16%	+$1.77M	0.03%	430
2025 Q3	$10.8M	Buy	233,611 +28,287	+14%	+$1.29M	0.02%	439
2025 Q2	$9.21M	Buy	205,324 +50,768	+33%	+$2.17M	0.02%	438
2025 Q1	$6.52M	Buy	154,556 +42,616	+38%	+$1.85M	0.02%	445
2024 Q4	$4.84M	Buy	111,940 +39,261	+54%	+$1.69M	0.01%	505
2024 Q3	$3.07M	Buy	72,679 +47,197	+185%	+$1.94M	0.01%	550
2024 Q2	$1.03M	Buy	+25,482	New	+$1M	﹤0.01%	755

Other funds holding FMAR

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AssetMark Inc's FMAR Position: Q3 2026 in Review

AssetMark Inc increased its FT Vest US Equity Buffer ETF March (FMAR) stake by 8% in Q3 2026, buying an estimated $1.33M and bringing the position to 338,253 shares worth $18.1M. The position accounts for 0.03% of the portfolio, ranked #401.

AssetMark Inc first reported a position in FMAR in Q2 2024 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold FMAR as of Q3 2026.

AssetMark Inc held 338,253 shares of FT Vest US Equity Buffer ETF March worth $18.1M as of Q3 2026.
AssetMark Inc bought 25,128 FT Vest US Equity Buffer ETF March shares in Q3 2026, an estimated $1.33M.
FT Vest US Equity Buffer ETF March made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #401 holding.
AssetMark Inc first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 10 quarters since.
31 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.