Pitti Group Wealth Management, LLC XJUN FIRST TR EXCHNG TRADED FD VI

Ownership history in Pitti Group Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

Pitti Group Wealth Management, LLC reported FIRST TR EXCHNG TRADED FD VI (XJUN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2024 Q4. The latest visible filing shows XJUN at 0.42% 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 XJUN ownership page tells you

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

XJUN was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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
2024 Q4 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 Pitti Group Wealth Management, LLC held XJUN — position size vs. price
% of Fund (quarterly)    XJUN 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 Q1 UNCHANGED 12,025 0% 0.42% $517K 2026-05-15 $44.14
2025 Q4 ADDED 12,025 +54 +0.5% 0.42% $516K 2026-02-13 $43.15
2025 Q3 UNCHANGED 11,971 0% 0.43% $505K 2025-11-07 $42.29
2025 Q2 UNCHANGED 11,971 0% 0.42% $492K 2025-07-15 $41.14
2025 Q1 REDUCED 11,971 -300 -2.4% 0.47% $461K 2025-04-11 $37.49
2024 Q4 INITIATED 12,271 0.48% $474K 2025-02-10 $39.28

FAQ About Pitti Group Wealth Management, LLC and XJUN

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

How long has Pitti Group Wealth Management, LLC reported owning XJUN?

Pitti Group Wealth Management, LLC reported XJUN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XJUN position in Pitti Group Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XJUN was 0.48% in 2024 Q4.

What is the latest reported XJUN position on this page?

The most recent filing on this page is 2026 Q1, when Pitti Group Wealth Management, LLC reported 12,025 shares, equal to 0.42% of portfolio, with an estimated market value of $517K.

What does the chart on this XJUN ownership page compare?

The chart compares Pitti Group Wealth Management, LLC's quarterly XJUN 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 Pitti Group Wealth Management, LLC time their XJUN position?

Based on 13F filing dates vs. subsequent XJUN price moves, Pitti Group Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XJUN relative to SPY over the holding period was -7.5%.

← Back to Pitti Group Wealth Management, LLC Holdings