Balboa Wealth Partners’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Balboa Wealth Partners’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	$203K	Buy	+7,438	New	+$204K	0.03%	397

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

Balboa Wealth Partners's YMAR Position: Q1 2026 in Review

Balboa Wealth Partners opened a new position in FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2026: 7,438 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings.

64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Balboa Wealth Partners held 7,438 shares of FT Vest International Equity Moderate Buffer ETF March worth $203K as of Q1 2026.
FT Vest International Equity Moderate Buffer ETF March was a new Balboa Wealth Partners position in Q1 2026.
FT Vest International Equity Moderate Buffer ETF March made up 0.03% of Balboa Wealth Partners's portfolio in Q1 2026, its #397 holding.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.