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 Q2	$3.44M	Buy	87,497 +39,801	+83%	+$1.52M	0.64%	36
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Keystone Wealth Services increased its FT Vest Fund of Nasdaq-100 Buffer ETFs (BUFQ) stake by 83% in Q2 2026, buying an estimated $1.52M and bringing the position to 87,497 shares worth $3.44M. The position accounts for 0.64% of the portfolio, ranked #36.

Keystone Wealth Services first reported a position in BUFQ in Q4 2024 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold BUFQ as of Q2 2026.

Keystone Wealth Services held 87,497 shares of FT Vest Fund of Nasdaq-100 Buffer ETFs worth $3.44M as of Q2 2026.
Keystone Wealth Services bought 39,801 FT Vest Fund of Nasdaq-100 Buffer ETFs shares in Q2 2026, an estimated $1.52M.
FT Vest Fund of Nasdaq-100 Buffer ETFs made up 0.64% of Keystone Wealth Services's portfolio in Q2 2026, its #36 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 6 quarters since.
185 funds tracked by Wall St. Rank held FT Vest Fund of Nasdaq-100 Buffer ETFs as of Q2 2026.

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