Ownership history in Centennial Wealth Advisory LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Centennial Wealth Advisory LLC reported a position in FIRST TR EXCHNG TRADED FD VI (BUFQ). 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 Centennial Wealth Advisory LLC underperformed the S&P 500 by β1.8% annually on this BUFQ position. Timing score: 60% (3/5 decisions correct). Average cost basis: $32.23. Maximum drawdown during holding period: β5.0%.
β οΈ Trailed SPY by 1.8% ann. on this position.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $30.35 (2024 Q3) Β· Worst: $35.84 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.65% 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.
As of 2025 Q4 β sorted by position size