CROSSPOINT FINANCIAL, LLC XAUG β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in CROSSPOINT FINANCIAL, LLC  Β·  3 quarters on record

AI Ownership Summary

CROSSPOINT FINANCIAL, LLC reported FIRST TR EXCHNG TRADED FD VI (XAUG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.33% in 2026 Q1. The latest visible filing shows XAUG at 1.33% 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 XAUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CROSSPOINT FINANCIAL, 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
2026 Q1

XAUG was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% 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 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 CROSSPOINT FINANCIAL, LLC held XAUG β€” position size vs. price
% of Fund (quarterly)    XAUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 14,291 β€” 0% 1.33% $530K 2026-05-13 $38.69
2025 Q4 UNCHANGED β€” β€” β€” 14,291 β€” 0% 1.26% $535K 2026-02-05 $37.41
2025 Q3 INITIATED β€” β€” β€” 14,291 β€” β€” 1.29% $525K 2025-12-03 $37.16

FAQ About CROSSPOINT FINANCIAL, LLC and XAUG

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

How long has CROSSPOINT FINANCIAL, LLC reported owning XAUG?

CROSSPOINT FINANCIAL, LLC reported XAUG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported XAUG position in CROSSPOINT FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for XAUG was 1.33% in 2026 Q1.

What is the latest reported XAUG position on this page?

The most recent filing on this page is 2026 Q1, when CROSSPOINT FINANCIAL, LLC reported 14,291 shares, equal to 1.33% of portfolio, with an estimated market value of $530K.

What does the chart on this XAUG ownership page compare?

The chart compares CROSSPOINT FINANCIAL, LLC's quarterly XAUG 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.

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