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

BFI 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
2026 Q2	$201K	Buy	+7,000	New	+$198K	0.15%	82

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

BFI Wealth Solutions's YMAR Position: Q2 2026 in Review

BFI Wealth Solutions opened a new position in FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2026: 7,000 shares worth $201K. The stake represents 0.15% of the portfolio and ranks #82 among its holdings.

69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

BFI Wealth Solutions held 7,000 shares of FT Vest International Equity Moderate Buffer ETF March worth $201K as of Q2 2026.
FT Vest International Equity Moderate Buffer ETF March was a new BFI Wealth Solutions position in Q2 2026.
FT Vest International Equity Moderate Buffer ETF March made up 0.15% of BFI Wealth Solutions's portfolio in Q2 2026, its #82 holding.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.