Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Envestnet Portfolio 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
2025
Q1 		– Sell
-25,578
Closed -$583K – 1796
2024
Q4 		$583K Buy
25,578
+466
+2% +$10.9K ﹤0.01% 1164
2024
Q3 		$609K Buy
25,112
+657
+3% +$15.5K ﹤0.01% 1092
2024
Q2 		$567K Buy
24,455
+5,815
+31% +$134K ﹤0.01% 1086
2024
Q1 		$432K Buy
18,640
+855
+5% +$19.1K ﹤0.01% 1180
2023
Q4 		$393K Buy
17,785
+576
+3% +$11.9K ﹤0.01% 1155
2023
Q3 		$350K Buy
+17,209
New +$361K ﹤0.01% 1147

Other funds holding YMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Envestnet Portfolio Solutions's YMAR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2025, closing a stake of 25,578 shares — an estimated $583K sold.

Envestnet Portfolio Solutions first reported a position in YMAR in Q3 2023 and held it in 6 quarters. The position peaked at $609K in Q3 2024. 54 funds tracked by Wall St. Rank hold YMAR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 25,578 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $583K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's FT Vest International Equity Moderate Buffer ETF March position peaked at $609K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.