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 Q2	$259K	Sell	9,759 -6	-0.1%	-$156	0.05%	278
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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

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

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Keystone Wealth Services reduced its FT Vest Nasdaq-100 Moderate Buffer ETF - May (QMMY) stake by 0.06% in Q2 2026, selling an estimated $156 and leaving 9,759 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #278.

Keystone Wealth Services first reported a position in QMMY in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold QMMY as of Q2 2026.

Keystone Wealth Services held 9,759 shares of FT Vest Nasdaq-100 Moderate Buffer ETF - May worth $259K as of Q2 2026.
Keystone Wealth Services sold 6 FT Vest Nasdaq-100 Moderate Buffer ETF - May shares in Q2 2026, an estimated $156.
FT Vest Nasdaq-100 Moderate Buffer ETF - May made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #278 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 5 quarters since.
65 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Moderate Buffer ETF - May as of Q2 2026.

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