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 Q2	$221K	Buy	7,280 +60	+0.8%	+$1.81K	0.04%	299
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 $8.93B AUM 25.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

ARG

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

AWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KAS

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

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

Keystone Wealth Services increased its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) stake by 0.83% in Q2 2026, buying an estimated $1.81K and bringing the position to 7,280 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #299.

Keystone Wealth Services first reported a position in XIDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $625K in Q4 2025. 29 funds tracked by Wall St. Rank hold XIDE as of Q2 2026.

Keystone Wealth Services held 7,280 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $221K as of Q2 2026.
Keystone Wealth Services bought 60 FT Vest US Equity Buffer & Premium Income ETF December shares in Q2 2026, an estimated $1.81K.
FT Vest US Equity Buffer & Premium Income ETF December made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #299 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 11 quarters since.
Keystone Wealth Services's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $625K in Q4 2025.
29 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q2 2026.

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