MAI Capital Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

MAI Capital 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
2025 Q4	–	Sell	-307	Closed	-$8.06K	–	4490
2025 Q3	$8.06K	Hold	307	–	–	﹤0.01%	2827
2025 Q2	$7.83K	Hold	307	–	–	﹤0.01%	2858
2025 Q1	$7.36K	Buy	+307	New	+$7.26K	﹤0.01%	2605

Other funds holding YMAR

OAJ

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

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

SWA

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MAI Capital Management's YMAR Position: Q4 2025 in Review

MAI Capital Management sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q4 2025, closing a stake of 307 shares — an estimated $8.06K sold.

MAI Capital Management first reported a position in YMAR in Q1 2025 and held it in 3 quarters. The position peaked at $8.06K in Q3 2025. 59 funds tracked by Wall St. Rank hold YMAR as of Q4 2025.

MAI Capital Management reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q4 2025 after selling out during the quarter.
MAI Capital Management sold 307 FT Vest International Equity Moderate Buffer ETF March shares in Q4 2025, an estimated $8.06K.
MAI Capital Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2025 and held it in 3 quarters.
MAI Capital Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $8.06K in Q3 2025.
59 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.