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 Q2	$531K	Buy	+11,866	New	+$524K	0.01%	776
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

DFG

DWM Financial Group Palatine, Illinois $112M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

KAS

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

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

CreativeOne Wealth's DMAR Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in FT Vest US Equity Deep Buffer ETF March (DMAR) in Q2 2026: 11,866 shares worth $531K. The stake represents 0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in DMAR as recently as Q4 2025.

CreativeOne Wealth first reported a position in DMAR in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.35M in Q1 2024. 97 funds tracked by Wall St. Rank hold DMAR as of Q2 2026.

CreativeOne Wealth held 11,866 shares of FT Vest US Equity Deep Buffer ETF March worth $531K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF March was a new CreativeOne Wealth position in Q2 2026.
FT Vest US Equity Deep Buffer ETF March made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #776 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Deep Buffer ETF March in Q4 2022 and has held it in 11 quarters since.
CreativeOne Wealth's FT Vest US Equity Deep Buffer ETF March position peaked at $5.35M in Q1 2024.
97 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF March as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.