Creative Planning
MARM icon

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

Creative Planning’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 		$247K Sell
7,242
-28
-0.4% -$951 ﹤0.01% 3728
2026
Q1 		$243K Buy
+7,270
New +$242K ﹤0.01% 3594

Other funds holding MARM

IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Mariner
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creative Planning's MARM Position: Q2 2026 in Review

Creative Planning reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.39% in Q2 2026, selling an estimated $951 and leaving 7,242 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Creative Planning first reported a position in MARM in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

  • Creative Planning held 7,242 shares of FT Vest US Equity Max Buffer ETF March worth $247K as of Q2 2026.
  • Creative Planning sold 28 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $951.
  • FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3728 holding.
  • Creative Planning first reported a position in FT Vest US Equity Max Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.