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United Advisor Group’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

United Advisor 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
2024
Q3 		– Sell
-13,681
Closed -$317K – 358
2024
Q2 		$317K Buy
+13,681
New +$316K 0.1% 192

Other funds holding YMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $201M AUM 16.41% 1-Year Est. Return

United Advisor Group's YMAR Position: Q3 2024 in Review

United Advisor Group sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2024, closing a stake of 13,681 shares — an estimated $317K sold.

United Advisor Group first reported a position in YMAR in Q2 2024 and held it in 1 quarter. The position peaked at $317K in Q2 2024. 51 funds tracked by Wall St. Rank hold YMAR as of Q3 2024.

  • United Advisor Group reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 13,681 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2024, an estimated $317K.
  • United Advisor Group first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • United Advisor Group's FT Vest International Equity Moderate Buffer ETF March position peaked at $317K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.