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 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 $729M AUM 24.39% 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

Creative Financial Designs's MARM Position: Q1 2026 in Review

Creative Financial Designs reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 6.6% in Q1 2026, selling an estimated $698 and leaving 295 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Creative Financial Designs first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $982K in Q4 2024. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Creative Financial Designs held 295 shares of FT Vest US Equity Max Buffer ETF March worth $9.88K as of Q1 2026.
Creative Financial Designs sold 21 FT Vest US Equity Max Buffer ETF March shares in Q1 2026, an estimated $698.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1415 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 8 quarters since.
Creative Financial Designs's FT Vest US Equity Max Buffer ETF March position peaked at $982K in Q4 2024.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.