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Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Keystone Wealth Services’s Portfolio DDEC Stock Details DDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,570
Closed -$253K – 256
2024
Q2 		$253K Buy
6,570
+750
+13% +$28.2K 0.08% 200
2024
Q1 		$218K Hold
5,820
– – 0.07% 205
2023
Q4 		$208K Buy
+5,820
New +$201K 0.07% 206
2023
Q3 		– Sell
-6,570
Closed -$222K – 204
2023
Q2 		$222K Sell
6,570
-200
-3% -$6.53K 0.08% 189
2023
Q1 		$217K Hold
6,770
– – 0.09% 181
2022
Q4 		$207K Sell
6,770
-27,960
-81% -$851K 0.09% 180
2022
Q3 		$1.04M Sell
34,730
-3,490
-9% -$106K 0.49% 44
2022
Q2 		$1.14M Buy
+38,220
New +$1.18M 0.51% 44

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Keystone Wealth Services's DDEC Position: Q3 2024 in Review

Keystone Wealth Services sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2024, closing a stake of 6,570 shares — an estimated $253K sold.

Keystone Wealth Services first reported a position in DDEC in Q2 2022 and held it in 8 quarters. The position peaked at $1.14M in Q2 2022. 83 funds tracked by Wall St. Rank hold DDEC as of Q3 2024.

  • Keystone Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 6,570 FT Vest US Equity Deep Buffer ETF December shares in Q3 2024, an estimated $253K.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2022 and held it in 8 quarters.
  • Keystone Wealth Services's FT Vest US Equity Deep Buffer ETF December position peaked at $1.14M in Q2 2022.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2024.

Based on Keystone Wealth Services's 13F filing for Q3 2024, filed 15 Oct 2024.