CreativeOne Wealth’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History

CreativeOne Wealth’s Portfolio DMAR Stock Details DMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,334	Closed	-$597K	–	1197
2025 Q4	$597K	Buy	+14,334	New	+$589K	0.01%	733
2025 Q2	–	Sell	-21,515	Closed	-$811K	–	1130
2025 Q1	$811K	Buy	+21,515	New	+$826K	0.02%	549
2024 Q4	–	Sell	-5,562	Closed	-$208K	–	1078
2024 Q3	$208K	Sell	5,562 -7,201	-56%	-$262K	0.01%	899
2024 Q2	$460K	Sell	12,763 -140,615	-92%	-$4.92M	0.02%	497
2024 Q1	$5.35M	Buy	153,378 +105,360	+219%	+$3.61M	0.21%	98
2023 Q4	$1.63M	Sell	48,018 -55,399	-54%	-$1.82M	0.1%	181
2023 Q3	$3.33M	Buy	103,417 +5,378	+5%	+$174K	0.24%	85
2023 Q2	$3.17M	Buy	98,039 +37,696	+62%	+$1.18M	0.15%	119
2023 Q1	$1.86M	Sell	60,343 -5,411	-8%	-$164K	0.09%	201
2022 Q4	$1.98M	Buy	+65,754	New	+$1.98M	0.11%	162

Other funds holding DMAR

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

KAS

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CreativeOne Wealth's DMAR Position: Q1 2026 in Review

CreativeOne Wealth sold out of FT Vest US Equity Deep Buffer ETF March (DMAR) in Q1 2026, closing a stake of 14,334 shares — an estimated $597K sold.

CreativeOne Wealth first reported a position in DMAR in Q4 2022 and held it in 10 quarters. The position peaked at $5.35M in Q1 2024. 87 funds tracked by Wall St. Rank hold DMAR as of Q1 2026.

CreativeOne Wealth reported no remaining FT Vest US Equity Deep Buffer ETF March position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 14,334 FT Vest US Equity Deep Buffer ETF March shares in Q1 2026, an estimated $597K.
CreativeOne Wealth first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and held it in 10 quarters.
CreativeOne Wealth's FT Vest US Equity Deep Buffer ETF March position peaked at $5.35M in Q1 2024.
87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.