KWS
RSSE

Keystone Wealth Services’s FT Vest U.S. Equity Equal-Weight Buffer ETF September RSSE Stock Holding History

Keystone Wealth Services’s Portfolio RSSE Stock Details RSSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,054,146
Closed -$54.7M – 331
2025
Q4 		$54.7M Buy
+1,054,146
New +$22.3M 11.52% 1

Other funds holding RSSE

MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

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

Keystone Wealth Services sold out of FT Vest U.S. Equity Equal-Weight Buffer ETF September (RSSE) in Q1 2026, closing a stake of 1,054,146 shares — an estimated $54.7M sold.

Keystone Wealth Services first reported a position in RSSE in Q4 2025 and held it in 1 quarter. The position peaked at $54.7M in Q4 2025. 23 funds tracked by Wall St. Rank hold RSSE as of Q1 2026.

  • Keystone Wealth Services reported no remaining FT Vest U.S. Equity Equal-Weight Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Keystone Wealth Services sold 1,054,146 FT Vest U.S. Equity Equal-Weight Buffer ETF September shares in Q1 2026, an estimated $54.7M.
  • Keystone Wealth Services first reported a position in FT Vest U.S. Equity Equal-Weight Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Keystone Wealth Services's FT Vest U.S. Equity Equal-Weight Buffer ETF September position peaked at $54.7M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal-Weight Buffer ETF September as of Q1 2026.

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