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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-47,026	Closed	-$1.24M	–	332
2026 Q1	$1.24M	Buy	+47,026	New	+$1.25M	0.26%	99

Other funds holding BUFZ

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Keystone Wealth Services sold out of FT Vest Laddered Moderate Buffer ETF (BUFZ) in Q2 2026, closing a stake of 47,026 shares — an estimated $1.24M sold.

Keystone Wealth Services first reported a position in BUFZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.24M in Q1 2026. 141 funds tracked by Wall St. Rank hold BUFZ as of Q2 2026.

Keystone Wealth Services reported no remaining FT Vest Laddered Moderate Buffer ETF position as of Q2 2026 after selling out during the quarter.
Keystone Wealth Services sold 47,026 FT Vest Laddered Moderate Buffer ETF shares in Q2 2026, an estimated $1.24M.
Keystone Wealth Services first reported a position in FT Vest Laddered Moderate Buffer ETF in Q1 2026 and held it in 1 quarter.
Keystone Wealth Services's FT Vest Laddered Moderate Buffer ETF position peaked at $1.24M in Q1 2026.
141 funds tracked by Wall St. Rank held FT Vest Laddered Moderate Buffer ETF as of Q2 2026.

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