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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Sell	29,738 -3,500	-11%	-$152K	0.24%	100
2026 Q1	$1.37M	Buy	+33,238	New	+$1.39M	0.29%	89
2025 Q4	–	Sell	-33,499	Closed	-$1.36M	–	276
2025 Q3	$1.36M	Hold	33,499	–	–	0.3%	83
2025 Q2	$1.31M	Hold	33,499	–	–	0.32%	77
2025 Q1	$1.23M	Buy	33,499 +7,692	+30%	+$288K	0.33%	73
2024 Q4	$964K	Sell	25,807 -5	-0%	-$185	0.26%	95
2024 Q3	$943K	Sell	25,812 -1,100	-4%	-$39.4K	0.26%	93
2024 Q2	$954K	Hold	26,912	–	–	0.3%	81
2024 Q1	$927K	Buy	26,912 +1,300	+5%	+$43.7K	0.3%	86
2023 Q4	$846K	Hold	25,612	–	–	0.29%	83
2023 Q3	$789K	Hold	25,612	–	–	0.3%	82
2023 Q2	$799K	Buy	+25,612	New	+$771K	0.3%	79

Other funds holding GFEB

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

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

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

Keystone Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 11% in Q2 2026, selling an estimated $152K and leaving 29,738 shares worth $1.31M. The position accounts for 0.24% of the portfolio, ranked #100.

Keystone Wealth Services first reported a position in GFEB in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q1 2026. 117 funds tracked by Wall St. Rank hold GFEB as of Q2 2026.

Keystone Wealth Services held 29,738 shares of FT Vest US Equity Moderate Buffer ETF February worth $1.31M as of Q2 2026.
Keystone Wealth Services sold 3,500 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2026, an estimated $152K.
FT Vest US Equity Moderate Buffer ETF February made up 0.24% of Keystone Wealth Services's portfolio in Q2 2026, its #100 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q2 2023 and has held it in 12 quarters since.
Keystone Wealth Services's FT Vest US Equity Moderate Buffer ETF February position peaked at $1.37M in Q1 2026.
117 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2026.

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