Steward Partners Investment Advisory’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Steward Partners Investment Advisory’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 Q1	$27.4K	Hold	1,000	–	–	﹤0.01%	3095
2025 Q4	$27K	Hold	1,000	–	–	﹤0.01%	3004
2025 Q3	$26.3K	Hold	1,000	–	–	﹤0.01%	2956
2025 Q2	$25.5K	Hold	1,000	–	–	﹤0.01%	2800
2025 Q1	$24K	Sell	1,000 -456	-31%	-$10.8K	﹤0.01%	2724
2024 Q4	$33.2K	Sell	1,456 -500	-26%	-$11.7K	﹤0.01%	2551
2024 Q3	$47.4K	Hold	1,956	–	–	﹤0.01%	2255
2024 Q2	$45.3K	Hold	1,956	–	–	﹤0.01%	2150
2024 Q1	$45.3K	Hold	1,956	–	–	﹤0.01%	2166
2023 Q4	$43.2K	Hold	1,956	–	–	﹤0.01%	2057
2023 Q3	$39.8K	Hold	1,956	–	–	﹤0.01%	2015
2023 Q2	$41.5K	Hold	1,956	–	–	﹤0.01%	1960
2023 Q1	$40.5K	Buy	1,956 +456	+30%	+$9.01K	﹤0.01%	1949
2022 Q4	$28.5K	Hold	1,500	–	–	﹤0.01%	2076
2022 Q3	$25K	Hold	1,500	–	–	﹤0.01%	2123
2022 Q2	$27K	Hold	1,500	–	–	﹤0.01%	2100
2022 Q1	$30K	Buy	+1,500	New	+$30.2K	﹤0.01%	2183

Other funds holding YMAR

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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

OAJ

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's YMAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest International Equity Moderate Buffer ETF March (YMAR) position steady in Q1 2026 at 1,000 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Steward Partners Investment Advisory first reported a position in YMAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $47.4K in Q3 2024. 64 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Steward Partners Investment Advisory held 1,000 shares of FT Vest International Equity Moderate Buffer ETF March worth $27.4K as of Q1 2026.
Steward Partners Investment Advisory left its FT Vest International Equity Moderate Buffer ETF March share count unchanged in Q1 2026.
FT Vest International Equity Moderate Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3095 holding.
Steward Partners Investment Advisory first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's FT Vest International Equity Moderate Buffer ETF March position peaked at $47.4K in Q3 2024.
64 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.