CreativeOne Wealth, LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 1739728
OVERLAND PARK, KS
All Filings in XMAR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $794,332 | 19,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XMAR | $1,477,449 | 37,001 | Shares | Other | 2026-02-13 | |
| 2025-09-30 XMAR | $1,905,570 | 48,583 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 XMAR | $1,930,655 | 50,418 | Shares | Other | 2025-08-12 | |
| 2025-03-31 XMAR | $1,651,944 | 44,957 | Shares | Other | 2025-05-14 | |
| 2024-12-31 XMAR | $1,712,512 | 47,307 | Shares | Other | 2025-02-13 | |
| 2024-09-30 XMAR | $981,263 | 27,649 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 XMAR | $1,042,825 | 31,018 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 XMAR | $944,336 | 30,018 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XMAR | $303,087 | 9,993 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||