Atlas Private Wealth Advisors BUFD FIRST TR EXCHNG TRADED FD VI

Ownership history in Atlas Private Wealth Advisors  ·  6 quarters on record

AI Ownership Summary

Atlas Private Wealth Advisors reported FIRST TR EXCHNG TRADED FD VI (BUFD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q1. The latest visible filing shows BUFD at 0.50% 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 BUFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atlas Private Wealth Advisors's position in FIRST TR EXCHNG TRADED FD VI, 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 Q1

BUFD was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Atlas Private Wealth Advisors held BUFD — position size vs. price
% of Fund (quarterly)    BUFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 76,337 -7,398 -8.8% 0.50% $2.1M 2026-04-24 $29.11
2025 Q4 REDUCED 8.2% -0.8% 83,735 -7,448 -8.2% 0.55% $2.4M 2026-02-05 $28.21
2025 Q3 REDUCED 56.1% +2.5% 91,183 -116,515 -56.1% 0.62% $2.5M 2025-11-04 $27.82
2025 Q2 REDUCED 25.4% +3.8% 207,698 -70,622 -25.4% 0.71% $5.5M 2025-08-05 $26.85
2025 Q1 ADDED 278,320 +76,758 +38.1% 0.97% $6.9M 2025-04-17 $24.09
2024 Q4 INITIATED 201,562 0.73% $5.1M 2025-01-21 $25.89

FAQ About Atlas Private Wealth Advisors and BUFD

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

How long has Atlas Private Wealth Advisors reported owning BUFD?

Atlas Private Wealth Advisors reported BUFD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BUFD position in Atlas Private Wealth Advisors's portfolio?

The largest reported portfolio weight for BUFD was 0.97% in 2025 Q1.

What is the latest reported BUFD position on this page?

The most recent filing on this page is 2026 Q1, when Atlas Private Wealth Advisors reported 76,337 shares, equal to 0.50% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BUFD ownership page compare?

The chart compares Atlas Private Wealth Advisors's quarterly BUFD 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 Atlas Private Wealth Advisors time their BUFD position?

Based on 13F filing dates vs. subsequent BUFD price moves, Atlas Private Wealth Advisors correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BUFD relative to SPY over the holding period was -5.1%.

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