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Global Retirement Partners’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Global Retirement Partners’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
Q4 		$58.6K Hold
2,570
– – ﹤0.01% 1547
2024
Q3 		$62.3K Hold
2,570
– – ﹤0.01% 1456
2024
Q2 		$59.6K Buy
+2,570
New +$59.4K ﹤0.01% 1443

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Raymond James Financial
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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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Global Retirement Partners's YMAR Position: Q4 2024 in Review

Global Retirement Partners held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q4 2024 at 2,570 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Global Retirement Partners first reported a position in YMAR in Q2 2024 and has held it in 3 quarters since. The position peaked at $62.3K in Q3 2024. 58 funds tracked by Wall St. Rank hold YMAR as of Q4 2024.

  • Global Retirement Partners held 2,570 shares of FT Vest International Equity Moderate Buffer ETF March worth $58.6K as of Q4 2024.
  • Global Retirement Partners left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q4 2024.
  • FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1547 holding.
  • Global Retirement Partners first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2024 and has held it in 3 quarters since.
  • Global Retirement Partners's FT Vest International Equity Moderate Buffer ETF March position peaked at $62.3K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.