Creekmur Asset Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History

Creekmur Asset Management’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
2025 Q3	$240K	Buy	7,369 +15	+0.2%	+$485	0.04%	175
2025 Q2	$236K	Buy	7,354 +2,577	+54%	+$81.4K	0.04%	212
2025 Q1	$150K	Buy	4,777 +1,562	+49%	+$48.7K	0.03%	223
2024 Q4	$99.3K	Sell	3,215 -194	-6%	-$5.96K	0.02%	158
2024 Q3	$104K	Buy	3,409 +386	+13%	+$11.6K	0.02%	154
2024 Q2	$89.9K	Buy	+3,023	New	+$88.4K	0.02%	178

Other funds holding MARM

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

KAS

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Creekmur Asset Management's MARM Position: Q3 2025 in Review

Creekmur Asset Management increased its FT Vest US Equity Max Buffer ETF March (MARM) stake by 0.2% in Q3 2025, buying an estimated $485 and bringing the position to 7,369 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #175.

Creekmur Asset Management first reported a position in MARM in Q2 2024 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold MARM as of Q3 2025.

Creekmur Asset Management held 7,369 shares of FT Vest US Equity Max Buffer ETF March worth $240K as of Q3 2025.
Creekmur Asset Management bought 15 FT Vest US Equity Max Buffer ETF March shares in Q3 2025, an estimated $485.
FT Vest US Equity Max Buffer ETF March made up 0.04% of Creekmur Asset Management's portfolio in Q3 2025, its #175 holding.
Creekmur Asset Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.