Clear Creek Financial Management’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Clear Creek Financial Management’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 Q2	$3.2M	Sell	61,231 -2,135	-3%	-$110K	0.21%	116
2026 Q1	$3.07M	Sell	63,366 -3,926	-6%	-$188K	0.24%	99
2025 Q4	$3.19M	Sell	67,292 -7,010	-9%	-$328K	0.26%	90
2025 Q3	$3.45M	Sell	74,302 -10,194	-12%	-$465K	0.3%	72
2025 Q2	$3.79M	Buy	84,496 +71,869	+569%	+$3.07M	0.36%	56
2025 Q1	$533K	Sell	12,627 -3,747	-23%	-$163K	0.06%	301
2024 Q4	$709K	Sell	16,374 -1,082	-6%	-$46.5K	0.08%	237
2024 Q3	$738K	Buy	17,456 +12	+0.1%	+$493	0.08%	208
2024 Q2	$708K	Buy	+17,444	New	+$687K	0.09%	206

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Clear Creek Financial Management's FMAR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 3.4% in Q2 2026, selling an estimated $110K and leaving 61,231 shares worth $3.2M. The position accounts for 0.21% of the portfolio, ranked #116.

Clear Creek Financial Management first reported a position in FMAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q2 2025. 62 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

Clear Creek Financial Management held 61,231 shares of FT Vest US Equity Buffer ETF March worth $3.2M as of Q2 2026.
Clear Creek Financial Management sold 2,135 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $110K.
FT Vest US Equity Buffer ETF March made up 0.21% of Clear Creek Financial Management's portfolio in Q2 2026, its #116 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Clear Creek Financial Management's FT Vest US Equity Buffer ETF March position peaked at $3.79M in Q2 2025.
62 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.