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

CreativeOne Wealth’s Portfolio GMAR Stock Details GMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$608K	Buy	13,734 +3,421	+33%	+$149K	0.01%	737
2026 Q1	$430K	Sell	10,313 -11,868	-54%	-$490K	0.01%	864
2025 Q4	$908K	Sell	22,181 -837	-4%	-$33.8K	0.02%	586
2025 Q3	$923K	Sell	23,018 -4,729	-17%	-$187K	0.02%	578
2025 Q2	$1.08M	Buy	27,747 +3,311	+14%	+$124K	0.03%	505
2025 Q1	$909K	Buy	24,436 +3,843	+19%	+$145K	0.03%	510
2024 Q4	$771K	Buy	+20,593	New	+$766K	0.02%	556

Other funds holding GMAR

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 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

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

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

BHC

Bull Harbor Capital Bethesda, Maryland $513M AUM

WTFG

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

CreativeOne Wealth's GMAR Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest US Equity Moderate Buffer ETF March (GMAR) stake by 33% in Q2 2026, buying an estimated $149K and bringing the position to 13,734 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #737.

CreativeOne Wealth first reported a position in GMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 127 funds tracked by Wall St. Rank hold GMAR as of Q2 2026.

CreativeOne Wealth held 13,734 shares of FT Vest US Equity Moderate Buffer ETF March worth $608K as of Q2 2026.
CreativeOne Wealth bought 3,421 FT Vest US Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $149K.
FT Vest US Equity Moderate Buffer ETF March made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #737 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
CreativeOne Wealth's FT Vest US Equity Moderate Buffer ETF March position peaked at $1.08M in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF March as of Q2 2026.

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