Maia Wealth LLC YMAR — FIRST TR EXCHNG TRADED FD VI

Ownership history in Maia Wealth LLC  ·  4 quarters on record

AI Ownership Summary

Maia Wealth LLC reported FIRST TR EXCHNG TRADED FD VI (YMAR) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 2.12% in 2024 Q4. The latest visible filing shows YMAR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

YMAR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YMAR stock page Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held YMAR — position size vs. price
% of Fund (quarterly)    YMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,475 -168 -0.8% 0.09% $615K 2026-07-28 $28.79
2026 Q1 REDUCED 95.0% +4.6% ❌ 21,643 -410,181 -95.0% 0.10% $592K 2026-05-08 $28.41
2024 Q4 ADDED — — — 431,824 +303,116 +235.5% 2.12% $9.8M 2025-02-05 $23.46
2024 Q3 INITIATED — — — 128,708 — — 0.77% $3.1M 2024-10-30 $23.42

🏢 Other funds also holding YMAR

As of 2026 Q2 — sorted by position size

Lionshead Wealth Management, LLC 0.28% WINNACLE WEALTH LLC 0.22% Ifrah Financial Services, Inc. 3Y 7Y 0.22% Signature Equity Partners, LLC 0.18% SOA Wealth Advisors, LLC. 3Y 0.13% Crusonia Wealth Advisors LLC 0.1% Diligent Investors, LLC 3Y 7Y 0.09% DHJJ Financial Advisors, Ltd. 3Y 0.08% Claro Advisors Inc. 3Y 7Y 0.06% Main Street Financial Solutions, LLC 3Y 0.05%

FAQ About Maia Wealth LLC and YMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maia Wealth LLC reported owning YMAR?

Maia Wealth LLC reported YMAR across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported YMAR position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for YMAR was 2.12% in 2024 Q4.

What is the latest reported YMAR position on this page?

The most recent filing on this page is 2026 Q2, when Maia Wealth LLC reported 21,475 shares, equal to 0.09% of portfolio, with an estimated market value of $615K.

What does the chart on this YMAR ownership page compare?

The chart compares Maia Wealth LLC's quarterly YMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Maia Wealth LLC time their YMAR position?

Based on 13F filing dates vs. subsequent YMAR price moves, Maia Wealth LLC correctly timed 2 out of 3 reported position changes (67%).

← Back to Maia Wealth LLC Holdings