Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+4,431	New	+$204K	0.04%	316
2022 Q3	–	Sell	-8,100	Closed	-$262K	–	165
2022 Q2	$262K	Buy	+8,100	New	+$270K	0.12%	135

Other funds holding DAUG

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Keystone Wealth Services opened a new position in FT Vest US Equity Deep Buffer ETF August (DAUG) in Q2 2026: 4,431 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #316 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in DAUG as recently as Q2 2022.

Keystone Wealth Services first reported a position in DAUG in Q2 2022 and has held it in 2 quarters since. The position peaked at $262K in Q2 2022. 118 funds tracked by Wall St. Rank hold DAUG as of Q2 2026.

Keystone Wealth Services held 4,431 shares of FT Vest US Equity Deep Buffer ETF August worth $208K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF August was a new Keystone Wealth Services position in Q2 2026.
FT Vest US Equity Deep Buffer ETF August made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #316 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2022 and has held it in 2 quarters since.
Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF August position peaked at $262K in Q2 2022.
118 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q2 2026.

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