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

Winnow Wealth’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	$329K	Sell	11,496 -261	-2%	-$7.38K	0.22%	112
2026 Q1	$322K	Sell	11,757 -1,576	-12%	-$43.2K	0.25%	97
2025 Q4	$373K	Sell	13,333 -1,838	-12%	-$48.7K	0.28%	82
2025 Q3	$410K	Buy	+15,171	New	+$392K	0.32%	78
2025 Q2	–	Sell	-16,003	Closed	-$384K	–	692
2025 Q1	$384K	Sell	16,003 -648	-4%	-$15.3K	0.35%	73
2024 Q4	$378K	Buy	+16,651	New	+$389K	0.38%	76

Other funds holding YMAR

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 $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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winnow Wealth's YMAR Position: Q2 2026 in Review

Winnow Wealth reduced its FT Vest International Equity Moderate Buffer ETF March (YMAR) stake by 2.2% in Q2 2026, selling an estimated $7.38K and leaving 11,496 shares worth $329K. The position accounts for 0.22% of the portfolio, ranked #112.

Winnow Wealth first reported a position in YMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $410K in Q3 2025. 69 funds tracked by Wall St. Rank hold YMAR as of Q2 2026.

Winnow Wealth held 11,496 shares of FT Vest International Equity Moderate Buffer ETF March worth $329K as of Q2 2026.
Winnow Wealth sold 261 FT Vest International Equity Moderate Buffer ETF March shares in Q2 2026, an estimated $7.38K.
FT Vest International Equity Moderate Buffer ETF March made up 0.22% of Winnow Wealth's portfolio in Q2 2026, its #112 holding.
Winnow Wealth first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's FT Vest International Equity Moderate Buffer ETF March position peaked at $410K in Q3 2025.
69 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.