CWG
YMAR icon

Crown Wealth Group’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-28,640
Closed -$572K – 103
2022
Q1 		$572K Buy
+28,640
New +$577K 0.4% 42

Other funds holding YMAR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Crown Wealth Group's YMAR Position: Q2 2022 in Review

Crown Wealth Group sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2022, closing a stake of 28,640 shares — an estimated $572K sold.

Crown Wealth Group first reported a position in YMAR in Q1 2022 and held it in 1 quarter. The position peaked at $572K in Q1 2022. 17 funds tracked by Wall St. Rank hold YMAR as of Q2 2022.

  • Crown Wealth Group reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 28,640 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2022, an estimated $572K.
  • Crown Wealth Group first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2022 and held it in 1 quarter.
  • Crown Wealth Group's FT Vest International Equity Moderate Buffer ETF March position peaked at $572K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.