GPS Wealth Strategies Group, LLC BUFQ — FIRST TRUST

Ownership history in GPS Wealth Strategies Group, LLC  ·  8 quarters on record

AI Ownership Summary

GPS Wealth Strategies Group, LLC reported FIRST TRUST (BUFQ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows BUFQ 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 BUFQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GPS Wealth Strategies Group, LLC's position in FIRST TRUST, 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

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

High-water mark
Peak Conviction
0.5% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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.

BUFQ stock page GPS Wealth Strategies Group, LLC fund profile GPS Wealth Strategies Group, LLC full holdings
How GPS Wealth Strategies Group, LLC held BUFQ — position size vs. price
% of Fund (quarterly)    BUFQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 54.1% -1.4% ✅ 16,486 -19,457 -54.1% 0.50% $591K 2026-02-14 (Est.) $35.63
2025 Q3 ADDED — — — 35,943 +3,381 +10.4% 0.13% $1.3M 2025-11-03 $35.46
2025 Q2 ADDED — — — 32,562 +25,916 +389.9% 0.12% $1.1M 2025-08-05 $33.61
2025 Q1 ADDED — — — 6,646 +92 +1.4% 0.03% $198K 2025-04-15 $29.37
2024 Q4 UNCHANGED — — — 6,554 — 0% 0.03% $206K 2025-01-24 $32.11
2024 Q3 UNCHANGED — — — 6,554 — 0% 0.03% $199K 2024-10-29 $30.75
2024 Q2 ADDED — — — 6,554 +674 +11.5% 0.03% $194K 2024-07-16 $30.07
2024 Q1 INITIATED — — — 5,880 — — 0.03% $167K 2024-04-30 $27.79

🏢 Other funds also holding BUFQ

As of 2026 Q1 — sorted by position size

IMG Wealth Management, Inc. 6.47% Seros Financial, LLC 6.12% Centennial Wealth Advisory LLC 3Y 4.42% RiverTree Advisors, LLC 3Y 4.22% Valtinson Bruner Financial Planning LLC 3Y 7Y 3.79% Pitti Group Wealth Management, LLC 3Y 3.18% FOCUS Wealth Advisors, LLC 3Y 2.89% Legacy Wealth Managment, LLC/ID 2.83% MPWM ADVISORY SOLUTIONS, LLC 2.73% Goldenstone Wealth Management LLC 2.24%

FAQ About GPS Wealth Strategies Group, LLC and BUFQ

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

How long has GPS Wealth Strategies Group, LLC reported owning BUFQ?

GPS Wealth Strategies Group, LLC reported BUFQ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BUFQ position in GPS Wealth Strategies Group, LLC's portfolio?

The largest reported portfolio weight for BUFQ was 0.50% in 2025 Q4.

What is the latest reported BUFQ position on this page?

The most recent filing on this page is 2025 Q4, when GPS Wealth Strategies Group, LLC reported 16,486 shares, equal to 0.50% of portfolio, with an estimated market value of $591K.

What does the chart on this BUFQ ownership page compare?

The chart compares GPS Wealth Strategies Group, LLC's quarterly BUFQ 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 GPS Wealth Strategies Group, LLC time their BUFQ position?

Based on 13F filing dates vs. subsequent BUFQ price moves, GPS Wealth Strategies Group, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on BUFQ relative to SPY over the holding period was -4.3%.

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