Capital Analysts LLC’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Capital Analysts LLC’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	$89K	Hold	3,096	–	–	﹤0.01%	874
2026 Q1	$85K	Hold	3,096	–	–	﹤0.01%	833
2025 Q4	$84K	Hold	3,096	–	–	﹤0.01%	809
2025 Q3	$81K	Hold	3,096	–	–	﹤0.01%	784
2025 Q2	$79K	Hold	3,096	–	–	﹤0.01%	722
2025 Q1	$74K	Hold	3,096	–	–	﹤0.01%	711
2024 Q4	$71K	Hold	3,096	–	–	﹤0.01%	690
2024 Q3	$75K	Hold	3,096	–	–	﹤0.01%	645
2024 Q2	$72K	Buy	3,096 +2,506	+425%	+$57.9K	﹤0.01%	637
2024 Q1	$14K	Hold	590	–	–	﹤0.01%	886
2023 Q4	$13K	Hold	590	–	–	﹤0.01%	871
2023 Q3	$12K	Hold	590	–	–	﹤0.01%	860
2023 Q2	$13K	Buy	+590	New	+$12.4K	﹤0.01%	791

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

Capital Analysts LLC's YMAR Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q2 2026 at 3,096 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Capital Analysts LLC first reported a position in YMAR in Q2 2023 and has held it in 13 quarters since. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Capital Analysts LLC held 3,096 shares of FT Vest International Equity Moderate Buffer ETF March worth $89K as of Q2 2026.
Capital Analysts LLC 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 ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #874 holding.
Capital Analysts LLC first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2023 and has held it in 13 quarters since.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.