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 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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Point Advisors's YMAR Position: Q1 2026 in Review

Clear Point Advisors reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 2.3% in Q1 2026, selling an estimated $12K and leaving 18,973 shares worth $519K. The position accounts for 0.4% of the portfolio, ranked #48.

Clear Point Advisors first reported a position in YMAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $524K in Q4 2025. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Clear Point Advisors held 18,973 shares of FT Vest International Equity Moderate Buffer ETF March worth $519K as of Q1 2026.
Clear Point Advisors sold 437 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $12K.
FT Vest International Equity Moderate Buffer ETF March made up 0.4% of Clear Point Advisors's portfolio in Q1 2026, its #48 holding.
Clear Point Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $524K in Q4 2025.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.