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

Clear Creek Financial Management’s Portfolio MARM Stock Details MARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$580K	Sell	17,331 -2,900	-14%	-$96.3K	0.04%	356
2025 Q4	$669K	Sell	20,231 -2,495	-11%	-$81.8K	0.05%	311
2025 Q3	$741K	Buy	22,726 +3,920	+21%	+$127K	0.06%	286
2025 Q2	$604K	Buy	18,806 +140	+0.8%	+$4.42K	0.06%	318
2025 Q1	$585K	Sell	18,666 -13,620	-42%	-$424K	0.06%	287
2024 Q4	$997K	Sell	32,286 -38,460	-54%	-$1.18M	0.11%	194
2024 Q3	$2.15M	Buy	70,746 +36,760	+108%	+$1.1M	0.24%	90
2024 Q2	$1.01M	Buy	+33,986	New	+$994K	0.12%	153

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Clear Creek Financial Management's MARM Position: Q1 2026 in Review

Clear Creek Financial Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 14% in Q1 2026, selling an estimated $96.3K and leaving 17,331 shares worth $580K. The position accounts for 0.04% of the portfolio, ranked #356.

Clear Creek Financial Management first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q3 2024. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Clear Creek Financial Management held 17,331 shares of FT Vest US Equity Max Buffer ETF March worth $580K as of Q1 2026.
Clear Creek Financial Management sold 2,900 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $96.3K.
FT Vest US Equity Max Buffer ETF March made up 0.04% of Clear Creek Financial Management's portfolio in Q1 2026, its #356 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's FT Vest US Equity Max Buffer ETF March position peaked at $2.15M in Q3 2024.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.