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Freedom Investment Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-9,983
Closed -$255K – 725
2025
Q2 		$255K Sell
9,983
-800
-7% -$19.7K 0.02% 641
2025
Q1 		$258K Buy
10,783
+1,062
+11% +$25.1K 0.02% 641
2024
Q4 		$222K Sell
9,721
-746
-7% -$17.4K 0.02% 693
2024
Q3 		$254K Buy
+10,467
New +$247K 0.02% 651

Other funds holding YMAR

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Freedom Investment Management's YMAR Position: Q3 2025 in Review

Freedom Investment Management sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2025, closing a stake of 9,983 shares — an estimated $255K sold.

Freedom Investment Management first reported a position in YMAR in Q3 2024 and held it in 4 quarters. The position peaked at $258K in Q1 2025. 63 funds tracked by Wall St. Rank hold YMAR as of Q3 2025.

  • Freedom Investment Management reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,983 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2025, an estimated $255K.
  • Freedom Investment Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q3 2024 and held it in 4 quarters.
  • Freedom Investment Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $258K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.