Jones Financial Companies
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Jones Financial Companies’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-67
Closed -$1.55K – 3128
2024
Q2 		$1.55K Buy
+67
New +$1.55K ﹤0.01% 2213

Other funds holding YMAR

MOS
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

Jones Financial Companies's YMAR Position: Q3 2024 in Review

Jones Financial Companies sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2024, closing a stake of 67 shares — an estimated $1.55K sold.

Jones Financial Companies first reported a position in YMAR in Q2 2024 and held it in 1 quarter. The position peaked at $1.55K in Q2 2024. 51 funds tracked by Wall St. Rank hold YMAR as of Q3 2024.

  • Jones Financial Companies reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Jones Financial Companies sold 67 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $1.55K.
  • Jones Financial Companies first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Jones Financial Companies's FT Vest International Equity Moderate Buffer ETF March position peaked at $1.55K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2024.

Based on Jones Financial Companies's 13F filing for Q3 2024, filed 12 Nov 2024.