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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$672K Sell
16,398
-51
-0.3% -$2.05K 0.12% 168
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

Other funds holding GSEP

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

Keystone Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF September (GSEP) stake by 0.31% in Q2 2026, selling an estimated $2.05K and leaving 16,398 shares worth $672K. The position accounts for 0.12% of the portfolio, ranked #168.

Keystone Wealth Services first reported a position in GSEP in Q4 2023 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold GSEP as of Q2 2026.

  • Keystone Wealth Services held 16,398 shares of FT Vest US Equity Moderate Buffer ETF September worth $672K as of Q2 2026.
  • Keystone Wealth Services sold 51 FT Vest US Equity Moderate Buffer ETF September shares in Q2 2026, an estimated $2.05K.
  • FT Vest US Equity Moderate Buffer ETF September made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #168 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
  • 113 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF September as of Q2 2026.

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