Westwood Wealth Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

Westwood Wealth Management’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	–	Sell	-15,055	Closed	-$407K	–	127
2025 Q4	$407K	Buy	+15,055	New	+$399K	0.31%	69

Other funds holding YMAR

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 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 $44.6B AUM 28.94% 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

Westwood Wealth Management's YMAR Position: Q1 2026 in Review

Westwood Wealth Management sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2026, closing a stake of 15,055 shares — an estimated $407K sold.

Westwood Wealth Management first reported a position in YMAR in Q4 2025 and held it in 1 quarter. The position peaked at $407K in Q4 2025. 65 funds tracked by Wall St. Rank hold YMAR as of Q1 2026.

Westwood Wealth Management reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 15,055 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2026, an estimated $407K.
Westwood Wealth Management first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's FT Vest International Equity Moderate Buffer ETF March position peaked at $407K in Q4 2025.
65 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.