EP Wealth Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
Bought
Maintained
Sold
Other funds holding YMAR
BW
SAMC
LCWP
OAJ
EP Wealth Advisors's YMAR Position: Q1 2026 in Review
EP Wealth Advisors reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 7.6% in Q1 2026, selling an estimated $27.4K and leaving 12,074 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.
EP Wealth Advisors first reported a position in YMAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $434K in Q2 2025. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.
- EP Wealth Advisors held 12,074 shares of FT Vest International Equity Moderate Buffer ETF March worth $330K as of Q1 2026.
- EP Wealth Advisors sold 1,000 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $27.4K.
- FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1103 holding.
- EP Wealth Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2025 and has held it in 3 quarters since.
- EP Wealth Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $434K in Q2 2025.
- 64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.