Keystone Wealth Services’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History

Keystone Wealth Services’s Portfolio SFEB Stock Details SFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$550K	Hold	20,941	–	–	0.1%	192
2026 Q1	$497K	Buy	20,941 +400	+2%	+$9.65K	0.11%	190
2025 Q4	$483K	Hold	20,541	–	–	0.1%	153
2025 Q3	$468K	Hold	20,541	–	–	0.1%	190
2025 Q2	$439K	Sell	20,541 -4,719	-19%	-$96.6K	0.11%	185
2025 Q1	$515K	Sell	25,260 -678	-3%	-$14.5K	0.14%	151
2024 Q4	$558K	Sell	25,938 -1,526	-6%	-$33.2K	0.15%	138
2024 Q3	$585K	Hold	27,464	–	–	0.16%	127
2024 Q2	$552K	Buy	+27,464	New	+$549K	0.17%	125

Other funds holding SFEB

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Keystone Wealth Services held its FT Vest US Small Cap Moderate Buffer ETF February (SFEB) position steady in Q2 2026 at 20,941 shares worth $550K. The position accounts for 0.1% of the portfolio, ranked #192.

Keystone Wealth Services first reported a position in SFEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $585K in Q3 2024. 53 funds tracked by Wall St. Rank hold SFEB as of Q2 2026.

Keystone Wealth Services held 20,941 shares of FT Vest US Small Cap Moderate Buffer ETF February worth $550K as of Q2 2026.
Keystone Wealth Services left its FT Vest US Small Cap Moderate Buffer ETF February share count unchanged in Q2 2026.
FT Vest US Small Cap Moderate Buffer ETF February made up 0.1% of Keystone Wealth Services's portfolio in Q2 2026, its #192 holding.
Keystone Wealth Services first reported a position in FT Vest US Small Cap Moderate Buffer ETF February in Q2 2024 and has held it in 9 quarters since.
Keystone Wealth Services's FT Vest US Small Cap Moderate Buffer ETF February position peaked at $585K in Q3 2024.
53 funds tracked by Wall St. Rank held FT Vest US Small Cap Moderate Buffer ETF February as of Q2 2026.

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