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Action Point Financial Planning’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Action Point Financial Planning’s Portfolio YMAR Stock Details YMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.7K Buy
+3,025
New +$85.6K 0.01% 644

Other funds holding YMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's YMAR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2026: 3,025 shares worth $86.7K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

  • Action Point Financial Planning held 3,025 shares of FT Vest International Equity Moderate Buffer ETF March worth $86.7K as of Q2 2026.
  • FT Vest International Equity Moderate Buffer ETF March was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest International Equity Moderate Buffer ETF March made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #644 holding.
  • 69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.