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 Q2	$1.36M	Sell	39,949 -856	-2%	-$29.1K	﹤0.01%	789
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 $729M AUM 24.39% 1-Year Est. Return

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

BCM

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

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

KAS

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFS

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

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

Cresset Asset Management's MARM Position: Q2 2026 in Review

Cresset Asset Management reduced its FT Vest US Equity Max Buffer ETF March (MARM) stake by 2.1% in Q2 2026, selling an estimated $29.1K and leaving 39,949 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Cresset Asset Management first reported a position in MARM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2025. 75 funds tracked by Wall St. Rank hold MARM as of Q2 2026.

Cresset Asset Management held 39,949 shares of FT Vest US Equity Max Buffer ETF March worth $1.36M as of Q2 2026.
Cresset Asset Management sold 856 FT Vest US Equity Max Buffer ETF March shares in Q2 2026, an estimated $29.1K.
FT Vest US Equity Max Buffer ETF March made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #789 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 9 quarters since.
Cresset Asset Management's FT Vest US Equity Max Buffer ETF March position peaked at $1.53M in Q1 2025.
75 funds tracked by Wall St. Rank held FT Vest US Equity Max Buffer ETF March as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.