LM Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

LM Advisors’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	$57.6K	Sell	1,575 -11	-0.7%	-$302	0.91%	30
2025 Q4	$58.7K	Sell	1,586 -57,096	-97%	-$1.51M	1.05%	27
2025 Q3	$1.54M	Sell	58,682 -1,061	-2%	-$27.4K	0.22%	74
2025 Q2	$1.52M	Hold	59,743	–	–	0.2%	66
2025 Q1	$1.43M	Hold	59,743	–	–	0.26%	70
2024 Q4	$1.36M	Buy	59,743 +9,790	+20%	+$228K	0.24%	72
2024 Q3	$1.21M	Sell	49,953 -1,062	-2%	-$25.1K	0.25%	71
2024 Q2	$1.18M	Buy	+51,015	New	+$1.18M	﹤0.01%	87

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

LM Advisors's YMAR Position: Q1 2026 in Review

LM Advisors reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 0.69% in Q1 2026, selling an estimated $302 and leaving 1,575 shares worth $57.6K. The position accounts for 0.91% of the portfolio, ranked #30.

LM Advisors first reported a position in YMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q3 2025. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

LM Advisors held 1,575 shares of FT Vest International Equity Moderate Buffer ETF March worth $57.6K as of Q1 2026.
LM Advisors sold 11 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $302.
FT Vest International Equity Moderate Buffer ETF March made up 0.91% of LM Advisors's portfolio in Q1 2026, its #30 holding.
LM Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
LM Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $1.54M in Q3 2025.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.