Iron Horse Wealth Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Iron Horse Wealth 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 Q1	–	Sell	-546	Closed	-$12.1K	–	523
2023 Q4	$12.1K	Hold	546	–	–	0.01%	168
2023 Q3	$11.1K	Buy	+546	New	+$11.5K	0.01%	168

Other funds holding YMAR

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Iron Horse Wealth Management's YMAR Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2024, closing a stake of 546 shares — an estimated $12.1K sold.

Iron Horse Wealth Management first reported a position in YMAR in Q3 2023 and held it in 2 quarters. The position peaked at $12.1K in Q4 2023. 44 funds tracked by Wall St. Rank hold YMAR as of Q1 2024.

Iron Horse Wealth Management reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 546 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2024, an estimated $12.1K.
Iron Horse Wealth Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q3 2023 and held it in 2 quarters.
Iron Horse Wealth Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $12.1K in Q4 2023.
44 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.