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Financial Gravity Asset Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-68
Closed -$1.58K – 2473
2024
Q1 		$1.58K Buy
+68
New +$1.52K ﹤0.01% 1157

Other funds holding YMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Financial Gravity Asset Management's YMAR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q2 2024, closing a stake of 68 shares — an estimated $1.58K sold.

Financial Gravity Asset Management first reported a position in YMAR in Q1 2024 and held it in 1 quarter. The position peaked at $1.58K in Q1 2024. 54 funds tracked by Wall St. Rank hold YMAR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 68 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2024, an estimated $1.58K.
  • Financial Gravity Asset Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $1.58K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.