Ownership history in Keystone Wealth Services, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (BUFR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keystone Wealth Services, LLC underperformed the S&P 500 by β5.5% annually on this BUFR position. Timing score: 50% (2/4 decisions correct). Average cost basis: $30.19. Maximum drawdown during holding period: β2.6%.
β Significantly underperformed the S&P 500 by 5.5% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $29.69 (2025 Q1) Β· Worst: $33.42 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Keystone Wealth Services, LLC has been actively increasing its BUFR allocation β a bullish signal from insiders.
Currently 0.67% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.