Ogorek Anthony Joseph’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Ogorek Anthony Joseph’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	$4.41M	Sell	153,873 -394	-0.3%	-$11.1K	1.09%	24
2026 Q1	$4.22M	Sell	154,267 -311,114	-67%	-$8.53M	1.16%	23
2025 Q4	$12.6M	Sell	465,381 -49,476	-10%	-$1.31M	3.46%	11
2025 Q3	$13.5M	Hold	514,857	–	–	3.87%	8
2025 Q2	$13.1M	Buy	+514,857	New	+$12.7M	4.06%	8

Other funds holding YMAR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 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

Ogorek Anthony Joseph's YMAR Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 0.26% in Q2 2026, selling an estimated $11.1K and leaving 153,873 shares worth $4.41M. The position accounts for 1.09% of the portfolio, ranked #24.

Ogorek Anthony Joseph first reported a position in YMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.5M in Q3 2025. 68 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Ogorek Anthony Joseph held 153,873 shares of FT Vest International Equity Moderate Buffer ETF March worth $4.41M as of Q2 2026.
Ogorek Anthony Joseph sold 394 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $11.1K.
FT Vest International Equity Moderate Buffer ETF March made up 1.09% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #24 holding.
Ogorek Anthony Joseph first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
Ogorek Anthony Joseph's FT Vest International Equity Moderate Buffer ETF March position peaked at $13.5M in Q3 2025.
68 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.