Cresset Asset Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Cresset Asset Management’s Portfolio XMAR Stock Details XMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Hold	6,744	–	–	﹤0.01%	1315
2025 Q4	$269K	Hold	6,744	–	–	﹤0.01%	1345
2025 Q3	$265K	Hold	6,744	–	–	﹤0.01%	1298
2025 Q2	$258K	Hold	6,744	–	–	﹤0.01%	1197
2025 Q1	$248K	Hold	6,744	–	–	﹤0.01%	1421
2024 Q4	$244K	Hold	6,744	–	–	﹤0.01%	1457
2024 Q3	$239K	Hold	6,744	–	–	﹤0.01%	1914
2024 Q2	$233K	Hold	6,744	–	–	﹤0.01%	1836
2024 Q1	$227K	Buy	+6,744	New	+$223K	﹤0.01%	1718

Other funds holding XMAR

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

KAS

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

Cresset Asset Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q1 2026 at 6,744 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Cresset Asset Management first reported a position in XMAR in Q1 2024 and has held it in 9 quarters since. 69 funds tracked by Wall St. Rank hold XMAR as of Q1 2026.

Cresset Asset Management held 6,744 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $273K as of Q1 2026.
Cresset Asset Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1315 holding.
Cresset Asset Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q1 2026.

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