Keystone Wealth Services’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337K	Hold	7,871	–	–	0.06%	243
2026 Q1	$317K	Buy	+7,871	New	+$322K	0.07%	242
2025 Q4	–	Sell	-9,971	Closed	-$400K	–	316
2025 Q3	$400K	Hold	9,971	–	–	0.09%	211
2025 Q2	$387K	Hold	9,971	–	–	0.09%	202
2025 Q1	$367K	Hold	9,971	–	–	0.1%	183
2024 Q4	$372K	Sell	9,971 -2,572	-21%	-$95.3K	0.1%	180
2024 Q3	$461K	Sell	12,543 -550	-4%	-$20K	0.13%	152
2024 Q2	$472K	Sell	13,093 -44	-0.3%	-$1.56K	0.15%	135
2024 Q1	$463K	Buy	13,137 +1,505	+13%	+$52.2K	0.15%	135
2023 Q4	$396K	Sell	11,632 -4,450	-28%	-$149K	0.14%	141
2023 Q3	$529K	Hold	16,082	–	–	0.2%	110
2023 Q2	$525K	Hold	16,082	–	–	0.2%	113
2023 Q1	$502K	Sell	16,082 -3	-0%	-$92	0.21%	113
2022 Q4	$479K	Sell	16,085 -153,166	-90%	-$4.46M	0.21%	107
2022 Q3	$4.66M	Sell	169,251 -19,200	-10%	-$554K	2.2%	11
2022 Q2	$5.26M	Sell	188,451 -8,934	-5%	-$259K	2.35%	8
2022 Q1	$6M	Buy	+197,385	New	+$5.93M	2.38%	9

Other funds holding XDEC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

KAS

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

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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Keystone Wealth Services held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 7,871 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #243.

Keystone Wealth Services first reported a position in XDEC in Q1 2022 and has held it in 17 quarters since. The position peaked at $6M in Q1 2022. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Keystone Wealth Services held 7,871 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $337K as of Q2 2026.
Keystone Wealth Services left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #243 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2022 and has held it in 17 quarters since.
Keystone Wealth Services's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $6M in Q1 2022.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

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