Prasad Wealth Partners, LLC BUFQ FIRST TR EXCHNG TRADED FD VI

Ownership history in Prasad Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Prasad Wealth Partners, LLC reported FIRST TR EXCHNG TRADED FD VI (BUFQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2026 Q1. The latest visible filing shows BUFQ at 0.79% 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 Prasad Wealth Partners, 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

BUFQ was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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
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 Prasad Wealth Partners, 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 82,628 +10,403 +14.4% 0.79% $2.9M 2026-04-27 $38.00
2025 Q4 ADDED 72,225 +701 +1.0% 0.69% $2.6M 2026-01-27 $36.27
2025 Q3 ADDED 71,524 +876 +1.2% 0.69% $2.5M 2025-11-05 $35.26
2025 Q2 ADDED 70,648 +881 +1.3% 0.69% $2.3M 2025-07-23 $33.66
2025 Q1 ADDED 69,767 +9,777 +16.3% 0.68% $2.1M 2025-05-12 $31.45
2024 Q4 INITIATED 59,990 0.61% $1.9M 2025-02-04 $32.02

FAQ About Prasad Wealth Partners, 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 Prasad Wealth Partners, LLC reported owning BUFQ?

Prasad Wealth Partners, LLC reported BUFQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BUFQ position in Prasad Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for BUFQ was 0.79% in 2026 Q1.

What is the latest reported BUFQ position on this page?

The most recent filing on this page is 2026 Q1, when Prasad Wealth Partners, LLC reported 82,628 shares, equal to 0.79% of portfolio, with an estimated market value of $2.9M.

What does the chart on this BUFQ ownership page compare?

The chart compares Prasad Wealth Partners, 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 Prasad Wealth Partners, LLC time their BUFQ position?

Based on 13F filing dates vs. subsequent BUFQ price moves, Prasad Wealth Partners, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on BUFQ relative to SPY over the holding period was -1.1%.

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