Keystone Wealth Services’s FT Vest Fund of Nasdaq-100 Buffer ETFs BUFQ Stock Holding History

Keystone Wealth Services’s Portfolio BUFQ Stock Details BUFQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.68M	Buy	+47,696	New	+$1.71M	0.36%	65
2025 Q4	–	Sell	-30,510	Closed	-$1.06M	–	250
2025 Q3	$1.06M	Buy	30,510 +8,796	+41%	+$299K	0.23%	106
2025 Q2	$721K	Sell	21,714 -24,646	-53%	-$764K	0.17%	130
2025 Q1	$1.38M	Buy	46,360 +36,248	+358%	+$1.14M	0.37%	63
2024 Q4	$318K	Buy	+10,112	New	+$314K	0.08%	203

Other funds holding BUFQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Keystone Wealth Services's BUFQ Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) in Q1 2026: 47,696 shares worth $1.68M. The stake represents 0.36% of the portfolio and ranks #65 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in BUFQ as recently as Q3 2025.

Keystone Wealth Services first reported a position in BUFQ in Q4 2024 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold BUFQ as of Q1 2026.

Keystone Wealth Services held 47,696 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $1.68M as of Q1 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs was a new Keystone Wealth Services position in Q1 2026.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.36% of Keystone Wealth Services's portfolio in Q1 2026, its #65 holding.
Keystone Wealth Services first reported a position in FT Vest Fund of Nasdaq-100 Buffer ETFs in Q4 2024 and has held it in 5 quarters since.
168 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.