Holistic Planning’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Holistic Planning’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 Q4	–	Sell	-17,505	Closed	-$460K	–	289
2025 Q3	$460K	Sell	17,505 -1,998	-10%	-$51.6K	0.12%	135
2025 Q2	$498K	Sell	19,503 -959	-5%	-$23.6K	0.14%	118
2025 Q1	$490K	Buy	+20,462	New	+$484K	0.17%	106

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Holistic Planning's YMAR Position: Q4 2025 in Review

Holistic Planning sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q4 2025, closing a stake of 17,505 shares — an estimated $460K sold.

Holistic Planning first reported a position in YMAR in Q1 2025 and held it in 3 quarters. The position peaked at $498K in Q2 2025. 59 funds tracked by Wall St. Rank hold YMAR as of Q4 2025.

Holistic Planning reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Holistic Planning sold 17,505 FT Vest International Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $460K.
Holistic Planning first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2025 and held it in 3 quarters.
Holistic Planning's FT Vest International Equity Moderate Buffer ETF March position peaked at $498K in Q2 2025.
59 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q4 2025.

Based on Holistic Planning's 13F filing for Q4 2025, filed 2 Feb 2026.