Keystone Wealth Services’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.03M	Sell	66,104 -307	-0.5%	-$18.3K	0.75%	32
2026 Q1	$3.71M	Buy	+66,411	New	+$3.78M	0.79%	27
2025 Q4	–	Sell	-67,742	Closed	-$3.74M	–	259
2025 Q3	$3.74M	Sell	67,742 -5	-0%	-$269	0.82%	26
2025 Q2	$3.55M	Sell	67,747 -4,213	-6%	-$209K	0.86%	25
2025 Q1	$3.51M	Buy	71,960 +130	+0.2%	+$6.51K	0.95%	26
2024 Q4	$3.57M	Sell	71,830 -316	-0.4%	-$15.6K	0.95%	24
2024 Q3	$3.5M	Sell	72,146 -7,532	-9%	-$357K	0.97%	21
2024 Q2	$3.73M	Hold	79,678	–	–	1.16%	18
2024 Q1	$3.61M	Buy	79,678 +11,406	+17%	+$500K	1.17%	17
2023 Q4	$2.91M	Sell	68,272 -535	-0.8%	-$21.6K	1%	22
2023 Q3	$2.68M	Sell	68,807 -23	-0%	-$919	1.02%	21
2023 Q2	$2.74M	Buy	68,830 +3,184	+5%	+$121K	1.02%	23
2023 Q1	$2.45M	Buy	65,646 +18,739	+40%	+$684K	1%	23
2022 Q4	$1.67M	Sell	46,907 -5,600	-11%	-$197K	0.73%	33
2022 Q3	$1.75M	Hold	52,507	–	–	0.83%	26
2022 Q2	$1.79M	Sell	52,507 -1,410	-3%	-$50.7K	0.8%	26
2022 Q1	$2.06M	Buy	+53,917	New	+$2.03M	0.82%	29

Other funds holding FFEB

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

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RFG

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

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

KAS

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

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

Keystone Wealth Services reduced its FT Vest US Equity Buffer ETF February (FFEB) stake by 0.46% in Q2 2026, selling an estimated $18.3K and leaving 66,104 shares worth $4.03M. The position accounts for 0.75% of the portfolio, ranked #32.

Keystone Wealth Services first reported a position in FFEB in Q1 2022 and has held it in 17 quarters since. 185 funds tracked by Wall St. Rank hold FFEB as of Q2 2026.

Keystone Wealth Services held 66,104 shares of FT Vest US Equity Buffer ETF February worth $4.03M as of Q2 2026.
Keystone Wealth Services sold 307 FT Vest US Equity Buffer ETF February shares in Q2 2026, an estimated $18.3K.
FT Vest US Equity Buffer ETF February made up 0.75% of Keystone Wealth Services's portfolio in Q2 2026, its #32 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF February in Q1 2022 and has held it in 17 quarters since.
185 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q2 2026.

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