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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.46M	Buy	149,548 +22,983	+18%	+$823K	1.01%	20
2026 Q1	$4.27M	Buy	+126,565	New	+$4.35M	0.91%	24
2025 Q4	–	Sell	-92,500	Closed	-$3.09M	–	251
2025 Q3	$3.09M	Buy	92,500 +11,623	+14%	+$379K	0.67%	33
2025 Q2	$2.57M	Sell	80,877 -38,600	-32%	-$1.16M	0.62%	36
2025 Q1	$3.55M	Buy	119,477 +64,781	+118%	+$1.98M	0.96%	24
2024 Q4	$1.67M	Buy	54,696 +19,743	+56%	+$599K	0.44%	51
2024 Q3	$1.04M	Buy	+34,953	New	+$1.02M	0.29%	82

Other funds holding BUFR

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Keystone Wealth Services increased its FT Vest Fund of Buffer ETFs (BUFR) stake by 18% in Q2 2026, buying an estimated $823K and bringing the position to 149,548 shares worth $5.46M. The position accounts for 1.01% of the portfolio, ranked #20.

Keystone Wealth Services first reported a position in BUFR in Q3 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold BUFR as of Q2 2026.

Keystone Wealth Services held 149,548 shares of FT Vest Fund of Buffer ETFs worth $5.46M as of Q2 2026.
Keystone Wealth Services bought 22,983 FT Vest Fund of Buffer ETFs shares in Q2 2026, an estimated $823K.
FT Vest Fund of Buffer ETFs made up 1.01% of Keystone Wealth Services's portfolio in Q2 2026, its #20 holding.
Keystone Wealth Services first reported a position in FT Vest Fund of Buffer ETFs in Q3 2024 and has held it in 7 quarters since.
537 funds tracked by Wall St. Rank held FT Vest Fund of Buffer ETFs as of Q2 2026.

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