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Keystone Wealth Services’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Keystone Wealth Services’s Portfolio BUFD Stock Details BUFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-48,503
Closed -$1.36M – 331
2026
Q1 		$1.36M Buy
+48,503
New +$1.37M 0.29% 90

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Cetera Investment Advisers
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CWA
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Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCIA
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keystone Wealth Services's BUFD Position: Q2 2026 in Review

Keystone Wealth Services sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q2 2026, closing a stake of 48,503 shares — an estimated $1.36M sold.

Keystone Wealth Services first reported a position in BUFD in Q1 2026 and held it in 1 quarter. The position peaked at $1.36M in Q1 2026. 216 funds tracked by Wall St. Rank hold BUFD as of Q2 2026.

  • Keystone Wealth Services reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q2 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 48,503 FT Vest Fund of Deep Buffer ETFs shares in Q2 2026, an estimated $1.36M.
  • Keystone Wealth Services first reported a position in FT Vest Fund of Deep Buffer ETFs in Q1 2026 and held it in 1 quarter.
  • Keystone Wealth Services's FT Vest Fund of Deep Buffer ETFs position peaked at $1.36M in Q1 2026.
  • 216 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.