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 Q2	$288K	Hold	6,744	–	–	﹤0.01%	1405
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

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

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

FGG

Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Cresset Asset Management held its FT Vest US Equity Enhance & Moderate Buffer ETF March (XMAR) position steady in Q2 2026 at 6,744 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Cresset Asset Management first reported a position in XMAR in Q1 2024 and has held it in 10 quarters since. 73 funds tracked by Wall St. Rank hold XMAR as of Q2 2026.

Cresset Asset Management held 6,744 shares of FT Vest US Equity Enhance & Moderate Buffer ETF March worth $288K as of Q2 2026.
Cresset Asset Management left its FT Vest US Equity Enhance & Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF March made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1405 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 10 quarters since.
73 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF March as of Q2 2026.

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