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

CreativeOne Wealth’s Portfolio FMAR Stock Details FMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$812K	Sell	15,535 -56,123	-78%	-$2.88M	0.02%	649
2026 Q1	$3.47M	Buy	71,658 +55,352	+339%	+$2.65M	0.08%	239
2025 Q4	$774K	Buy	16,306 +34	+0.2%	+$1.59K	0.02%	645
2025 Q3	$755K	Sell	16,272 -794	-5%	-$36.2K	0.02%	644
2025 Q2	$765K	Sell	17,066 -2,079	-11%	-$88.7K	0.02%	614
2025 Q1	$808K	Buy	19,145 +46	+0.2%	+$2K	0.02%	551
2024 Q4	$826K	Sell	19,099 -155,370	-89%	-$6.67M	0.03%	536
2024 Q3	$7.37M	Buy	174,469 +33,737	+24%	+$1.39M	0.25%	86
2024 Q2	$5.71M	Sell	140,732 -30,227	-18%	-$1.19M	0.29%	72
2024 Q1	$6.71M	Buy	+170,959	New	+$6.56M	0.27%	77
2023 Q2	–	Sell	-48,261	Closed	-$1.62M	–	850
2023 Q1	$1.62M	Buy	48,261 +9,882	+26%	+$322K	0.08%	223
2022 Q4	$1.2M	Buy	+38,379	New	+$1.19M	0.07%	256

Other funds holding FMAR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

CreativeOne Wealth's FMAR Position: Q2 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Buffer ETF March (FMAR) stake by 78% in Q2 2026, selling an estimated $2.88M and leaving 15,535 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #649.

CreativeOne Wealth first reported a position in FMAR in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.37M in Q3 2024. 132 funds tracked by Wall St. Rank hold FMAR as of Q2 2026.

CreativeOne Wealth held 15,535 shares of FT Vest US Equity Buffer ETF March worth $812K as of Q2 2026.
CreativeOne Wealth sold 56,123 FT Vest US Equity Buffer ETF March shares in Q2 2026, an estimated $2.88M.
FT Vest US Equity Buffer ETF March made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #649 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Buffer ETF March in Q4 2022 and has held it in 12 quarters since.
CreativeOne Wealth's FT Vest US Equity Buffer ETF March position peaked at $7.37M in Q3 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2026.

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