Keystone Wealth Services’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Sell	7,220 -9,932	-58%	-$298K	0.05%	282
2025 Q4	$625K	Buy	17,152 +10,052	+142%	+$304K	0.13%	126
2025 Q3	$216K	Buy	7,100 +60	+0.9%	+$1.82K	0.05%	278
2025 Q2	$214K	Buy	7,040 +59	+0.8%	+$1.75K	0.05%	265
2025 Q1	$209K	Buy	6,981 +39	+0.6%	+$1.18K	0.06%	261
2024 Q4	$209K	Buy	6,942 +77	+1%	+$2.33K	0.06%	247
2024 Q3	$209K	Sell	6,865 -624	-8%	-$18.9K	0.06%	243
2024 Q2	$228K	Buy	7,489 +67	+0.9%	+$2.03K	0.07%	212
2024 Q1	$226K	Buy	7,422 +44	+0.6%	+$1.34K	0.07%	201
2023 Q4	$223K	Buy	+7,378	New	+$222K	0.08%	200

Other funds holding XIDE

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

TWP

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Keystone Wealth Services reduced its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 58% in Q1 2026, selling an estimated $298K and leaving 7,220 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #282.

Keystone Wealth Services first reported a position in XIDE in Q4 2023 and has held it in 10 quarters since. The position peaked at $625K in Q4 2025. 26 funds tracked by Wall St. Rank hold XIDE as of Q1 2026.

Keystone Wealth Services held 7,220 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $214K as of Q1 2026.
Keystone Wealth Services sold 9,932 FT Vest US Equity Buffer & Premium Income ETF December shares in Q1 2026, an estimated $298K.
FT Vest US Equity Buffer & Premium Income ETF December made up 0.05% of Keystone Wealth Services's portfolio in Q1 2026, its #282 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q4 2023 and has held it in 10 quarters since.
Keystone Wealth Services's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $625K in Q4 2025.
26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q1 2026.

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