EVOLUTION WEALTH MANAGEMENT INC. BUFT — FIRST TR EXCHNG TRADED FD VI

Ownership history in EVOLUTION WEALTH MANAGEMENT INC.  ·  6 quarters on record

AI Ownership Summary

EVOLUTION WEALTH MANAGEMENT INC. reported FIRST TR EXCHNG TRADED FD VI (BUFT) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.25% in 2025 Q2. The latest visible filing shows BUFT at 0.08% 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 BUFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVOLUTION WEALTH MANAGEMENT INC.'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 Q3

BUFT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q3

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.

BUFT stock page EVOLUTION WEALTH MANAGEMENT INC. fund profile EVOLUTION WEALTH MANAGEMENT INC. full holdings
How EVOLUTION WEALTH MANAGEMENT INC. held BUFT — position size vs. price
% of Fund (quarterly)    BUFT 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 Q3 REDUCED — — — 5,515 -2,821 -33.8% 0.08% $146K 2026-10-28 $26.55
2026 Q2 REDUCED — — — 8,336 -3 -0.0% 0.13% $216K 2026-07-21 $26.00
2026 Q1 REDUCED — — — 8,339 -118 -1.4% 0.15% $207K 2026-04-27 $25.59
2025 Q4 REDUCED — — — 8,457 -220 -2.5% 0.17% $208K 2026-02-10 $24.76
2025 Q3 UNCHANGED — — — 8,677 — 0% 0.22% $210K 2025-10-23 $24.22
2025 Q2 INITIATED — — — 8,677 — — 0.25% $204K 2025-08-29 $23.99

🏢 Other funds also holding BUFT

As of 2026 Q3 — sorted by position size

Centennial Wealth Advisory LLC 3Y 3.62% Financial Network Wealth Advisors LLC 1.13% Lunt Capital Management, Inc. 3Y 0.72% Pacific Excel Wealth Advisors, Inc. 0.58% Financial Guidance Group, Inc. 3Y 0.38% Advisory Solutions Group, LLC 0.18% Quad-Cities Investment Group, LLC 3Y 7Y 0.15% BARRETT & COMPANY, INC. 3Y 0.08% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.03% Brookstone Capital Management 3Y 7Y 0.02%

FAQ About EVOLUTION WEALTH MANAGEMENT INC. and BUFT

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

How long has EVOLUTION WEALTH MANAGEMENT INC. reported owning BUFT?

EVOLUTION WEALTH MANAGEMENT INC. reported BUFT across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported BUFT position in EVOLUTION WEALTH MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for BUFT was 0.25% in 2025 Q2.

What is the latest reported BUFT position on this page?

The most recent filing on this page is 2026 Q3, when EVOLUTION WEALTH MANAGEMENT INC. reported 5,515 shares, equal to 0.08% of portfolio, with an estimated market value of $146K.

What does the chart on this BUFT ownership page compare?

The chart compares EVOLUTION WEALTH MANAGEMENT INC.'s quarterly BUFT 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 EVOLUTION WEALTH MANAGEMENT INC. time their BUFT position?

Based on 13F filing dates vs. subsequent BUFT price moves, EVOLUTION WEALTH MANAGEMENT INC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on BUFT relative to SPY over the holding period was -7.6%.

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