Keystone Wealth Services’s FT Vest Laddered International Moderate Buffer ETF BUFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Buy	84,996 +42,354	+99%	+$979K	0.37%	67
2026 Q1	$954K	Sell	42,642 -93,374	-69%	-$2.11M	0.2%	120
2025 Q4	$4.72M	Buy	+136,016	New	+$2.98M	0.99%	22

Other funds holding BUFY

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

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

Keystone Wealth Services increased its FT Vest Laddered International Moderate Buffer ETF (BUFY) stake by 99% in Q2 2026, buying an estimated $979K and bringing the position to 84,996 shares worth $1.99M. The position accounts for 0.37% of the portfolio, ranked #67.

Keystone Wealth Services first reported a position in BUFY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.72M in Q4 2025. 62 funds tracked by Wall St. Rank hold BUFY as of Q2 2026.

Keystone Wealth Services held 84,996 shares of FT Vest Laddered International Moderate Buffer ETF worth $1.99M as of Q2 2026.
Keystone Wealth Services bought 42,354 FT Vest Laddered International Moderate Buffer ETF shares in Q2 2026, an estimated $979K.
FT Vest Laddered International Moderate Buffer ETF made up 0.37% of Keystone Wealth Services's portfolio in Q2 2026, its #67 holding.
Keystone Wealth Services first reported a position in FT Vest Laddered International Moderate Buffer ETF in Q4 2025 and has held it in 3 quarters since.
Keystone Wealth Services's FT Vest Laddered International Moderate Buffer ETF position peaked at $4.72M in Q4 2025.
62 funds tracked by Wall St. Rank held FT Vest Laddered International Moderate Buffer ETF as of Q2 2026.

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