Creative Financial Designs’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Creative Financial Designs’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 Q2	$10.1K	Hold	295	–	–	﹤0.01%	1514
2026 Q1	$9.88K	Sell	295 -21	-7%	-$698	﹤0.01%	1415
2025 Q4	$10.4K	Sell	316 -861	-73%	-$28.2K	﹤0.01%	1349
2025 Q3	$38.4K	Sell	1,177 -70	-6%	-$2.26K	﹤0.01%	945
2025 Q2	$40.1K	Hold	1,247	–	–	﹤0.01%	937
2025 Q1	$39.1K	Sell	1,247 -30,538	-96%	-$952K	﹤0.01%	906
2024 Q4	$982K	Sell	31,785 -175	-0.5%	-$5.38K	0.08%	198
2024 Q3	$973K	Buy	31,960 +21,710	+212%	+$651K	0.08%	197
2024 Q2	$305K	Buy	+10,250	New	+$300K	0.03%	352

Other funds holding MARM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Financial Designs's MARM Position: Q2 2026 in Review

Creative Financial Designs held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q2 2026 at 295 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Creative Financial Designs first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $982K in Q4 2024. 76 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Creative Financial Designs held 295 shares of FT Vest US Equity Max Buffer ETF March worth $10.1K as of Q2 2026.
Creative Financial Designs left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1514 holding.
Creative Financial Designs first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Creative Financial Designs's FT Vest US Equity Max Buffer ETF March position peaked at $982K in Q4 2024.
76 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.