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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$702K Sell
25,662
-25,531
-50% -$700K 0.13% 93
2025
Q4
$1.38M Sell
51,193
-1,544
-3% -$40.9K 0.23% 71
2025
Q3
$1.38M Buy
52,737
+129
+0.2% +$3.33K 0.24% 69
2025
Q2
$1.34M Buy
52,608
+38,734
+279% +$955K 0.25% 65
2025
Q1
$333K Buy
13,874
+482
+4% +$11.4K 0.07% 141
2024
Q4
$305K Hold
13,392
0.06% 148
2024
Q3
$325K Sell
13,392
-427
-3% -$10.1K 0.06% 138
2024
Q2
$320K Buy
13,819
+13,041
+1,676% +$301K 0.06% 135
2024
Q1
$18K Buy
+778
New +$17.4K ﹤0.01% 456

Other funds holding YMAR

SOA Wealth Advisors's YMAR Position: Q1 2026 in Review

SOA Wealth Advisors reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 50% in Q1 2026, selling an estimated $700K and leaving 25,662 shares worth $702K. The position accounts for 0.13% of the portfolio, ranked #93.

SOA Wealth Advisors first reported a position in YMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q3 2025. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

  • SOA Wealth Advisors held 25,662 shares of FT Vest International Equity Moderate Buffer ETF March worth $702K as of Q1 2026.
  • SOA Wealth Advisors sold 25,531 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $700K.
  • FT Vest International Equity Moderate Buffer ETF March made up 0.13% of SOA Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • SOA Wealth Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
  • SOA Wealth Advisors's FT Vest International Equity Moderate Buffer ETF March position peaked at $1.38M 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 SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.