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Spectrum Asset Management (California)’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Spectrum Asset Management (California)’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 		$7.24M Buy
252,509
+1,837
+0.7% +$52K 2.01% 10
2026
Q1 		$6.86M Buy
+250,672
New +$6.87M 2.18% 10

Other funds holding YMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Raymond James Financial
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
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

Spectrum Asset Management (California)'s YMAR Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 0.73% in Q2 2026, buying an estimated $52K and bringing the position to 252,509 shares worth $7.24M. The position accounts for 2.01% of the portfolio, ranked #10.

Spectrum Asset Management (California) first reported a position in YMAR in Q1 2026 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

  • Spectrum Asset Management (California) held 252,509 shares of FT Vest International Equity Moderate Buffer ETF March worth $7.24M as of Q2 2026.
  • Spectrum Asset Management (California) bought 1,837 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $52K.
  • FT Vest International Equity Moderate Buffer ETF March made up 2.01% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #10 holding.
  • Spectrum Asset Management (California) first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.