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WealthSource Partners’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

WealthSource Partners’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
2022
Q3 		– Sell
-40,783
Closed -$734K – 557
2022
Q2 		$734K Buy
+40,783
New +$769K 0.05% 240

Other funds holding YMAR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthSource Partners's YMAR Position: Q3 2022 in Review

WealthSource Partners sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q3 2022, closing a stake of 40,783 shares — an estimated $734K sold.

WealthSource Partners first reported a position in YMAR in Q2 2022 and held it in 1 quarter. The position peaked at $734K in Q2 2022. 16 funds tracked by Wall St. Rank hold YMAR as of Q3 2022.

  • WealthSource Partners reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 40,783 FT Vest International Equity Moderate Buffer ETF March shares in Q3 2022, an estimated $734K.
  • WealthSource Partners first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q2 2022 and held it in 1 quarter.
  • WealthSource Partners's FT Vest International Equity Moderate Buffer ETF March position peaked at $734K in Q2 2022.
  • 16 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.