KWS
QMMY

Keystone Wealth Services’s FT Vest Nasdaq-100 Moderate Buffer ETF - May QMMY Stock Holding History

Keystone Wealth Services’s Portfolio QMMY Stock Details QMMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Hold
9,765
– – 0.05% 268
2025
Q4 		$244K Hold
9,765
– – 0.05% 221
2025
Q3 		$239K Hold
9,765
– – 0.05% 265
2025
Q2 		$229K Buy
+9,765
New +$214K 0.06% 254

Other funds holding QMMY

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keystone Wealth Services's QMMY Position: Q1 2026 in Review

Keystone Wealth Services held its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) position steady in Q1 2026 at 9,765 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #268.

Keystone Wealth Services first reported a position in QMMY in Q2 2025 and has held it in 4 quarters since. The position peaked at $244K in Q4 2025. 40 funds tracked by Wall St. Rank hold QMMY as of Q1 2026.

  • Keystone Wealth Services held 9,765 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $242K as of Q1 2026.
  • Keystone Wealth Services left its FT Vest Nasdaq-100 Moderate Buffer ETF - May share count unchanged in Q1 2026.
  • FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #268 holding.
  • Keystone Wealth Services first reported a position in FT Vest Nasdaq-100 Moderate Buffer ETF - May in Q2 2025 and has held it in 4 quarters since.
  • Keystone Wealth Services's FT Vest Nasdaq-100 Moderate Buffer ETF - May position peaked at $244K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.