Prosperity Consulting Group’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Prosperity Consulting Group’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
2023 Q3	–	Sell	-10,281	Closed	-$218K	–	152
2023 Q2	$218K	Buy	+10,281	New	+$216K	0.13%	99

Other funds holding YMAR

MOS

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prosperity Consulting Group's YMAR Position: Q3 2023 in Review

Prosperity Consulting Group sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2023, closing a stake of 10,281 shares — an estimated $218K sold.

Prosperity Consulting Group first reported a position in YMAR in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 42 funds tracked by Wall St. Rank hold YMAR as of Q3 2023.

Prosperity Consulting Group reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2023 after selling out during the quarter.
Prosperity Consulting Group sold 10,281 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2023, an estimated $218K.
Prosperity Consulting Group first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2023 and held it in 1 quarter.
Prosperity Consulting Group's FT Vest International Equity Moderate Buffer ETF March position peaked at $218K in Q2 2023.
42 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2023.

Based on Prosperity Consulting Group's 13F filing for Q3 2023, filed 14 Nov 2023.