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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
2022
Q3 		– Sell
-8,100
Closed -$262K – 165
2022
Q2 		$262K Buy
+8,100
New +$270K 0.12% 135

Other funds holding DAUG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCG
Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Keystone Wealth Services's DAUG Position: Q3 2022 in Review

Keystone Wealth Services sold out of FT Vest US Equity Deep Buffer ETF August (DAUG) in Q3 2022, closing a stake of 8,100 shares — an estimated $262K sold.

Keystone Wealth Services first reported a position in DAUG in Q2 2022 and held it in 1 quarter. The position peaked at $262K in Q2 2022. 69 funds tracked by Wall St. Rank hold DAUG as of Q3 2022.

  • Keystone Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF August position as of Q3 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 8,100 FT Vest US Equity Deep Buffer ETF August shares in Q3 2022, an estimated $262K.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF August in Q2 2022 and held it in 1 quarter.
  • Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF August position peaked at $262K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF August as of Q3 2022.

Based on Keystone Wealth Services's 13F filing for Q3 2022, filed 1 Nov 2022.