Grantvest Financial Group’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Grantvest Financial Group’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
2026 Q2	$313K	Buy	10,917 +1,950	+22%	+$55.2K	0.18%	134
2026 Q1	$245K	Buy	8,967 +43	+0.5%	+$1.18K	0.16%	151
2025 Q4	$241K	Sell	8,924 -1,434	-14%	-$38K	0.15%	147
2025 Q3	$272K	Sell	10,358 -605	-6%	-$15.6K	0.19%	128
2025 Q2	$280K	Buy	+10,963	New	+$270K	0.21%	109

Other funds holding YMAR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Grantvest Financial Group's YMAR Position: Q2 2026 in Review

Grantvest Financial Group increased its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 22% in Q2 2026, buying an estimated $55.2K and bringing the position to 10,917 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #134.

Grantvest Financial Group first reported a position in YMAR in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Grantvest Financial Group held 10,917 shares of FT Vest International Equity Moderate Buffer ETF March worth $313K as of Q2 2026.
Grantvest Financial Group bought 1,950 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $55.2K.
FT Vest International Equity Moderate Buffer ETF March made up 0.18% of Grantvest Financial Group's portfolio in Q2 2026, its #134 holding.
Grantvest Financial Group first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.