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

Cresset 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
2026 Q1	$1.37M	Hold	40,805	–	–	0.01%	671
2025 Q4	$1.35M	Hold	40,805	–	–	0.01%	680
2025 Q3	$1.33M	Hold	40,805	–	–	0.01%	655
2025 Q2	$1.31M	Sell	40,805 -8,140	-17%	-$257K	0.01%	618
2025 Q1	$1.53M	Buy	48,945 +5,000	+11%	+$156K	0.01%	624
2024 Q4	$1.36M	Sell	43,945 -170	-0.4%	-$5.22K	0.01%	681
2024 Q3	$1.34M	Hold	44,115	–	–	0.01%	1012
2024 Q2	$1.31M	Buy	+44,115	New	+$1.29M	0.01%	924

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

BCM

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

KAS

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Cresset Asset Management's MARM Position: Q1 2026 in Review

Cresset Asset Management held its FT Vest US Equity Max Buffer ETF March (MARM) position steady in Q1 2026 at 40,805 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #671.

Cresset Asset Management first reported a position in MARM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2025. 74 funds tracked by Wall St. Rank hold MARM as of Q1 2026.

Cresset Asset Management held 40,805 shares of FT Vest US Equity Max Buffer ETF March worth $1.37M as of Q1 2026.
Cresset Asset Management left its FT Vest US Equity Max Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Max Buffer ETF March made up 0.01% of Cresset Asset Management's portfolio in Q1 2026, its #671 holding.
Cresset Asset Management first reported a position in FT Vest US Equity Max Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Cresset Asset Management's FT Vest US Equity Max Buffer ETF March position peaked at $1.53M in Q1 2025.
74 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.