CreativeOne Wealth, LLC BUFR — FIRST TR EXCHNG TRADED FD VI

Ownership history in CreativeOne Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

CreativeOne Wealth, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFR) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.86% in 2024 Q4. The latest visible filing shows BUFR at 0.70% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CreativeOne Wealth, LLC'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
2025 Q4

BUFR was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

BUFR stock page CreativeOne Wealth, LLC fund profile CreativeOne Wealth, LLC full holdings
How CreativeOne Wealth, LLC held BUFR — position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 841,382 -14,749 -1.7% 0.70% $28.8M 2026-02-14 (Est.) $34.38
2025 Q3 ADDED — — — 856,131 +156,899 +22.4% 0.70% $28.6M 2025-11-13 $33.59
2025 Q2 ADDED — — — 699,232 +49,053 +7.5% 0.58% $22.2M 2025-08-12 $32.69
2025 Q1 REDUCED 29.4% +7.1% ❌ 650,179 -271,322 -29.4% 0.58% $19.3M 2025-05-14 $30.65
2024 Q4 ADDED — — — 921,501 +445,442 +93.6% 0.86% $28.1M 2025-02-13 $31.22
2024 Q3 ADDED — — — 476,059 +154,866 +48.2% 0.48% $14.2M 2024-11-13 $30.47
2024 Q2 ADDED — — — 321,193 +19,624 +6.5% 0.47% $9.3M 2024-08-14 $29.06
2024 Q1 ADDED — — — 301,569 +157,668 +109.6% 0.34% $8.4M 2024-05-14 $28.27
2023 Q4 REDUCED 30.6% +5.0% ❌ 143,901 -63,492 -30.6% 0.24% $3.8M 2024-02-09 $27.30
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BUFR

As of 2026 Q1 — sorted by position size

Goldenstone Wealth Management LLC 10.14% Holos Integrated Wealth LLC 10.09% Hibernia Wealth Partners, LLC 9.88% Symphony Financial Services, Inc. 8.52% Opus Financial Solutions LLC 8.09% PMG Wealth Management, Inc. 6.71% Tower Wealth Partners, Inc. 3Y 6.71% MILESTONE ASSET MANAGEMENT, LLC 3Y 6.54% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 6.13% Valtinson Bruner Financial Planning LLC 3Y 7Y 5.77%

FAQ About CreativeOne Wealth, LLC and BUFR

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

How long has CreativeOne Wealth, LLC reported owning BUFR?

CreativeOne Wealth, LLC reported BUFR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUFR position in CreativeOne Wealth, LLC's portfolio?

The largest reported portfolio weight for BUFR was 0.86% in 2024 Q4.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2025 Q4, when CreativeOne Wealth, LLC reported 841,382 shares, equal to 0.70% of portfolio, with an estimated market value of $28.8M.

What does the chart on this BUFR ownership page compare?

The chart compares CreativeOne Wealth, LLC's quarterly BUFR 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 CreativeOne Wealth, LLC time their BUFR position?

Based on 13F filing dates vs. subsequent BUFR price moves, CreativeOne Wealth, LLC correctly timed 7 out of 10 reported position changes (70%).

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