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

Lionshead 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
2026 Q1	$412K	Hold	15,055	–	–	0.3%	66
2025 Q4	$407K	Hold	15,055	–	–	0.31%	69
2025 Q3	$395K	Sell	15,055 -14,265	-49%	-$368K	0.31%	68
2025 Q2	$748K	Sell	29,320 -495	-2%	-$12.2K	0.69%	40
2025 Q1	$715K	Sell	29,815 -125,393	-81%	-$2.97M	0.74%	39
2024 Q4	$3.54M	Buy	+155,208	New	+$3.62M	2.56%	12

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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

Lionshead Wealth Management's YMAR Position: Q1 2026 in Review

Lionshead Wealth Management held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q1 2026 at 15,055 shares worth $412K. The position accounts for 0.3% of the portfolio, ranked #66.

Lionshead Wealth Management first reported a position in YMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.54M in Q4 2024. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Lionshead Wealth Management held 15,055 shares of FT Vest International Equity Moderate Buffer ETF March worth $412K as of Q1 2026.
Lionshead Wealth Management left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest International Equity Moderate Buffer ETF March made up 0.3% of Lionshead Wealth Management's portfolio in Q1 2026, its #66 holding.
Lionshead Wealth Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $3.54M in Q4 2024.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.