AE Wealth Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

AE Wealth Management’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	$201	Hold	7	–	–	﹤0.01%	2633
2026 Q1	$191	Hold	7	–	–	﹤0.01%	2562
2025 Q4	$189	Hold	7	–	–	﹤0.01%	2425
2025 Q3	$184	Sell	7 -24	-77%	-$620	﹤0.01%	2256
2025 Q2	$791	Sell	31 -1,288	-98%	-$31.8K	﹤0.01%	2088
2025 Q1	$31.6K	Sell	1,319 -1,090	-45%	-$25.8K	﹤0.01%	1655
2024 Q4	$54.9K	Buy	+2,409	New	+$56.2K	﹤0.01%	1544
2023 Q4	–	Sell	-245,076	Closed	-$4.98M	–	2203
2023 Q3	$4.98M	Sell	245,076 -27,196	-10%	-$571K	0.03%	540
2023 Q2	$5.78M	Buy	272,272 +103,349	+61%	+$2.17M	0.03%	499
2023 Q1	$3.5M	Buy	+168,923	New	+$3.34M	0.02%	610

Other funds holding YMAR

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AE Wealth Management's YMAR Position: Q2 2026 in Review

AE Wealth Management held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q2 2026 at 7 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #2633.

AE Wealth Management first reported a position in YMAR in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.78M in Q2 2023. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

AE Wealth Management held 7 shares of FT Vest International Equity Moderate Buffer ETF March worth $201 as of Q2 2026.
AE Wealth Management left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q2 2026.
FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2633 holding.
AE Wealth Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2023 and has held it in 10 quarters since.
AE Wealth Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $5.78M in Q2 2023.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.