Legacy Capital Wealth Partners’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Legacy Capital Wealth 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
2026 Q2	$4.57M	Buy	162,062 +2,441	+2%	+$69K	0.88%	21
2026 Q1	$4.3M	Buy	159,621 +5,611	+4%	+$154K	0.89%	17
2025 Q4	$4.09M	Sell	154,010 -10,747	-7%	-$285K	0.88%	18
2025 Q3	$4.26M	Sell	164,757 -723	-0.4%	-$18.7K	0.93%	18
2025 Q2	$4.16M	Sell	165,480 -6,099	-4%	-$150K	0.95%	19
2025 Q1	$4.06M	Sell	171,579 -25,786	-13%	-$610K	1%	16
2024 Q4	$4.45M	Sell	197,365 -67,574	-26%	-$1.58M	1.1%	16
2024 Q3	$6.37M	Buy	264,939 +69,842	+36%	+$1.65M	1.27%	15
2024 Q2	$4.52M	Buy	+195,097	New	+$4.51M	1.15%	17
2024 Q1	–	Sell	-231,737	Closed	-$5.12M	–	353
2023 Q4	$5.12M	Buy	+231,737	New	+$4.81M	1.45%	15

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

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

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

Legacy Capital Wealth Partners's YMAR Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 1.5% in Q2 2026, buying an estimated $69K and bringing the position to 162,062 shares worth $4.57M. The position accounts for 0.88% of the portfolio, ranked #21.

Legacy Capital Wealth Partners first reported a position in YMAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.37M in Q3 2024. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Legacy Capital Wealth Partners held 162,062 shares of FT Vest International Equity Moderate Buffer ETF March worth $4.57M as of Q2 2026.
Legacy Capital Wealth Partners bought 2,441 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $69K.
FT Vest International Equity Moderate Buffer ETF March made up 0.88% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #21 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's FT Vest International Equity Moderate Buffer ETF March position peaked at $6.37M in Q3 2024.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.