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Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History

Keystone Wealth Services’s Portfolio GSEP Stock Details GSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$627K Buy
+16,449
New +$638K 0.13% 165
2025
Q4 		– Sell
-14,861
Closed -$566K – 283
2025
Q3 		$566K Sell
14,861
-1,042
-7% -$39K 0.12% 170
2025
Q2 		$583K Hold
15,903
– – 0.14% 161
2025
Q1 		$549K Sell
15,903
-25
-0.2% -$881 0.15% 142
2024
Q4 		$558K Hold
15,928
– – 0.15% 137
2024
Q3 		$551K Hold
15,928
– – 0.15% 134
2024
Q2 		$538K Hold
15,928
– – 0.17% 128
2024
Q1 		$526K Hold
15,928
– – 0.17% 123
2023
Q4 		$503K Buy
+15,928
New +$484K 0.17% 122

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