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 Q2	$213K	Hold	7,438	–	–	0.03%	431
2026 Q1	$203K	Buy	+7,438	New	+$204K	0.03%	397

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

Balboa Wealth Partners's YMAR Position: Q2 2026 in Review

Balboa Wealth Partners held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q2 2026 at 7,438 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #431.

Balboa Wealth Partners first reported a position in YMAR in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Balboa Wealth Partners held 7,438 shares of FT Vest International Equity Moderate Buffer ETF March worth $213K as of Q2 2026.
Balboa Wealth Partners 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 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #431 holding.
Balboa Wealth Partners first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.