180 WEALTH ADVISORS, LLC IGLD β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in 180 WEALTH ADVISORS, LLC  Β·  4 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported FIRST TR EXCHANGE-TRADED FD (IGLD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows IGLD at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IGLD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held IGLD β€” position size vs. price
% of Fund (quarterly)    IGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 22,798 +5,494 +31.7% 0.05% $480K 2026-07-07 $20.99
2026 Q1 ADDED β€” β€” β€” 17,304 +1,276 +8.0% 0.05% $442K 2026-05-01 $23.84
2025 Q4 ADDED β€” β€” β€” 16,028 +2,317 +16.9% 0.05% $401K 2026-01-09 $23.52
2025 Q3 INITIATED β€” β€” β€” 13,711 β€” β€” 0.04% $328K 2025-10-16 $22.40

🏒 Other funds also holding IGLD

As of 2026 Q2 β€” sorted by position size

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.36% Bison Wealth, LLC 0.19% CoreCap Advisors, LLC 3Y 0.0%

FAQ About 180 WEALTH ADVISORS, LLC and IGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning IGLD?

180 WEALTH ADVISORS, LLC reported IGLD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IGLD position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IGLD was 0.05% in 2026 Q1.

What is the latest reported IGLD position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 22,798 shares, equal to 0.05% of portfolio, with an estimated market value of $480K.

What does the chart on this IGLD ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly IGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their IGLD position?

Based on 13F filing dates vs. subsequent IGLD price moves, 180 WEALTH ADVISORS, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IGLD relative to SPY over the holding period was -24.4%.

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