Keystone Wealth Services’s FT Vest U.S. Equity Dual Directional Buffer ETF - May DLMY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$210K	Sell	6,860 -1,722	-20%	-$52.2K	0.04%	318
2026 Q2	$257K	Buy	+8,582	New	+$255K	0.05%	279

Other funds holding DLMY

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Wealth Services's DLMY Position: Q3 2026 in Review

Keystone Wealth Services reduced its FT Vest U.S. Equity Dual Directional Buffer ETF - May (DLMY) stake by 20% in Q3 2026, selling an estimated $52.2K and leaving 6,860 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #318.

Keystone Wealth Services first reported a position in DLMY in Q2 2026 and has held it in 2 quarters since. The position peaked at $257K in Q2 2026. 17 funds tracked by Wall St. Rank hold DLMY as of Q3 2026.

Keystone Wealth Services held 6,860 shares of FT Vest U.S. Equity Dual Directional Buffer ETF - May worth $210K as of Q3 2026.
Keystone Wealth Services sold 1,722 FT Vest U.S. Equity Dual Directional Buffer ETF - May shares in Q3 2026, an estimated $52.2K.
FT Vest U.S. Equity Dual Directional Buffer ETF - May made up 0.04% of Keystone Wealth Services's portfolio in Q3 2026, its #318 holding.
Keystone Wealth Services first reported a position in FT Vest U.S. Equity Dual Directional Buffer ETF - May in Q2 2026 and has held it in 2 quarters since.
Keystone Wealth Services's FT Vest U.S. Equity Dual Directional Buffer ETF - May position peaked at $257K in Q2 2026.
17 funds tracked by Wall St. Rank held FT Vest U.S. Equity Dual Directional Buffer ETF - May as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.