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 Q3	$203K	Hold	7,000	–	–	0.14%	84
2026 Q2	$201K	Buy	+7,000	New	+$198K	0.15%	82

Other funds holding YMAR

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

BFI Wealth Solutions's YMAR Position: Q3 2026 in Review

BFI Wealth Solutions held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q3 2026 at 7,000 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #84.

BFI Wealth Solutions first reported a position in YMAR in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold YMAR as of Q3 2026.

BFI Wealth Solutions held 7,000 shares of FT Vest International Equity Moderate Buffer ETF March worth $203K as of Q3 2026.
BFI Wealth Solutions left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q3 2026.
FT Vest International Equity Moderate Buffer ETF March made up 0.14% of BFI Wealth Solutions's portfolio in Q3 2026, its #84 holding.
BFI Wealth Solutions first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2026 and has held it in 2 quarters since.
21 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2026.

Based on BFI Wealth Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.