Keystone Wealth Services’s FT Vest Laddered Small Cap Moderate Buffer ETF BUFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.06M Buy
42,142
+26,551
+170% +$646K 0.2% 121
2026
Q1
$360K Buy
+15,591
New +$363K 0.08% 226

Other funds holding BUFS

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

Keystone Wealth Services increased its FT Vest Laddered Small Cap Moderate Buffer ETF (BUFS) stake by 170% in Q2 2026, buying an estimated $646K and bringing the position to 42,142 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #121.

Keystone Wealth Services first reported a position in BUFS in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold BUFS as of Q2 2026.

  • Keystone Wealth Services held 42,142 shares of FT Vest Laddered Small Cap Moderate Buffer ETF worth $1.06M as of Q2 2026.
  • Keystone Wealth Services bought 26,551 FT Vest Laddered Small Cap Moderate Buffer ETF shares in Q2 2026, an estimated $646K.
  • FT Vest Laddered Small Cap Moderate Buffer ETF made up 0.2% of Keystone Wealth Services's portfolio in Q2 2026, its #121 holding.
  • Keystone Wealth Services first reported a position in FT Vest Laddered Small Cap Moderate Buffer ETF in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held FT Vest Laddered Small Cap Moderate Buffer ETF as of Q2 2026.

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