AWS
YMAR icon

Atria Wealth Solutions’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-25,808
Closed -$588K – 2106
2024
Q4 		$588K Buy
25,808
+466
+2% +$10.9K 0.01% 1186
2024
Q3 		$615K Buy
25,342
+657
+3% +$15.5K 0.01% 1137
2024
Q2 		$572K Buy
24,685
+6,045
+32% +$140K 0.01% 1171
2024
Q1 		$432K Buy
18,640
+855
+5% +$19.1K ﹤0.01% 1337
2023
Q4 		$393K Buy
17,785
+576
+3% +$11.9K ﹤0.01% 1332
2023
Q3 		$350K Buy
17,209
+2,247
+15% +$47.2K ﹤0.01% 1315
2023
Q2 		$317K Buy
14,962
+1,505
+11% +$31.6K ﹤0.01% 1399
2023
Q1 		$278K Buy
+13,457
New +$266K ﹤0.01% 1462

Other funds holding YMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return