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 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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

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

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legacy Capital Wealth Partners's YMAR Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 3.6% in Q1 2026, buying an estimated $154K and bringing the position to 159,621 shares worth $4.3M. The position accounts for 0.89% of the portfolio, ranked #17.

Legacy Capital Wealth Partners first reported a position in YMAR in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.37M in Q3 2024. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Legacy Capital Wealth Partners held 159,621 shares of FT Vest International Equity Moderate Buffer ETF March worth $4.3M as of Q1 2026.
Legacy Capital Wealth Partners bought 5,611 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $154K.
FT Vest International Equity Moderate Buffer ETF March made up 0.89% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #17 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 9 quarters since.
Legacy Capital Wealth Partners's FT Vest International Equity Moderate Buffer ETF March position peaked at $6.37M in Q3 2024.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.