Clear Point Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Clear Point Advisors’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	–	Sell	-18,973	Closed	-$519K	–	129
2026 Q1	$519K	Sell	18,973 -437	-2%	-$12K	0.4%	48
2025 Q4	$524K	Hold	19,410	–	–	0.41%	75
2025 Q3	$510K	Sell	19,410 -300	-2%	-$7.75K	0.4%	77
2025 Q2	$503K	Sell	19,710 -278	-1%	-$6.85K	0.42%	67
2025 Q1	$479K	Sell	19,988 -209	-1%	-$4.94K	0.43%	65
2024 Q4	$460K	Hold	20,197	–	–	0.39%	72
2024 Q3	$490K	Hold	20,197	–	–	0.38%	67
2024 Q2	$468K	Hold	20,197	–	–	0.38%	68
2024 Q1	$468K	Hold	20,197	–	–	0.38%	69
2023 Q4	$446K	Buy	+20,197	New	+$419K	0.39%	63

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

Clear Point Advisors's YMAR Position: Q2 2026 in Review

Clear Point Advisors sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2026, closing a stake of 18,973 shares — an estimated $519K sold.

Clear Point Advisors first reported a position in YMAR in Q4 2023 and held it in 10 quarters. The position peaked at $524K in Q4 2025. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Clear Point Advisors reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 18,973 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $519K.
Clear Point Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $524K in Q4 2025.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.