BUFD β€” FIRST TR EXCHNG TRADED FD VI

Ownership history in IAMS WEALTH MANAGEMENT, LLC  Β·  10 quarters on record

AI Ownership Summary

IAMS WEALTH MANAGEMENT, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFD) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.38% in 2025 Q1. The latest visible filing shows BUFD at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAMS WEALTH MANAGEMENT, 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

BUFD was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q1

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.

BUFD stock page IAMS WEALTH MANAGEMENT, LLC fund profile IAMS WEALTH MANAGEMENT, LLC full holdings
How IAMS WEALTH MANAGEMENT, LLC held BUFD β€” position size vs. price
% of Fund (quarterly)    BUFD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 106,257 +28,412 +36.5% 1.08% $3.0M 2026-02-14 (Est.) $28.36
2025 Q3 ADDED 77,845 +31,615 +68.4% 0.86% $2.2M 2025-10-15 $27.58
2025 Q2 REDUCED 46,230 -74,237 -61.6% 0.56% $1.2M 2025-07-14 $26.69
2025 Q1 ADDED 120,467 +24,422 +25.4% 1.38% $3.0M 2025-04-10 $24.12
2024 Q4 ADDED 96,045 +22,255 +30.2% 1.12% $2.5M 2025-01-23 $25.95
2024 Q3 ADDED 73,790 +3,195 +4.5% 0.91% $1.8M 2024-10-11 $25.16
2024 Q2 ADDED 70,595 +25,424 +56.3% 0.94% $1.7M 2024-08-05 $23.78
2024 Q1 REDUCED 45,171 -9,662 -17.6% 0.64% $1.1M 2024-04-18 $23.30
2023 Q4 REDUCED 54,833 -24,607 -31.0% 0.80% $1.2M 2024-02-07 $23.10
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BUFD

As of 2025 Q4 β€” sorted by position size

Centennial Wealth Advisory LLC 3Y 13.87% FISCHER INVESTMENT STRATEGIES, LLC 10.06% Legacy Financial Group LLC 3Y 6.97% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 5.42% IMG Wealth Management, Inc. 5.3% Santori & Peters, Inc. 3Y 7Y 3.57% Legacy Wealth Managment, LLC/ID 3.25% MILESTONE ASSET MANAGEMENT, LLC 3Y 2.38% Coppell Advisory Solutions LLC 3Y 2.37% Wealth Watch Advisors, INC 1.36%

FAQ About IAMS WEALTH MANAGEMENT, LLC and BUFD

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

How long has IAMS WEALTH MANAGEMENT, LLC reported owning BUFD?

IAMS WEALTH MANAGEMENT, LLC reported BUFD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BUFD position in IAMS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BUFD was 1.38% in 2025 Q1.

What is the latest reported BUFD position on this page?

The most recent filing on this page is 2025 Q4, when IAMS WEALTH MANAGEMENT, LLC reported 106,257 shares, equal to 1.08% of portfolio, with an estimated market value of $3.0M.

What does the chart on this BUFD ownership page compare?

The chart compares IAMS WEALTH MANAGEMENT, LLC's quarterly BUFD 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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