Avidian Wealth Enterprises’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Avidian Wealth Enterprises’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 Q1	$472K	Hold	17,269	–	–	0.01%	450
2025 Q4	$467K	Hold	17,269	–	–	0.02%	387
2025 Q3	$453K	Hold	17,269	–	–	0.02%	390
2025 Q2	$441K	Buy	17,269 +6,123	+55%	+$151K	0.02%	362
2025 Q1	$267K	Sell	11,146 -1,596	-13%	-$37.7K	0.01%	443
2024 Q4	$290K	Buy	12,742 +1,018	+9%	+$23.8K	0.01%	402
2024 Q3	$284K	Hold	11,724	–	–	0.01%	405
2024 Q2	$272K	Buy	+11,724	New	+$271K	0.01%	413

Other funds holding YMAR

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avidian Wealth Enterprises's YMAR Position: Q1 2026 in Review

Avidian Wealth Enterprises held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q1 2026 at 17,269 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #450.

Avidian Wealth Enterprises first reported a position in YMAR in Q2 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Avidian Wealth Enterprises held 17,269 shares of FT Vest International Equity Moderate Buffer ETF March worth $472K as of Q1 2026.
Avidian Wealth Enterprises left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest International Equity Moderate Buffer ETF March made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #450 holding.
Avidian Wealth Enterprises first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.