Ownership history in Schulz Wealth, LTD. · 9 quarters on record
This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in FIRST TR EXCHNG TRADED FD VI (GMAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 43,931 | -1,497 | -3.3% | 1.16% | $1.8M | $41.29 |
| 2025 Q3 | REDUCED | 45,428 | -150 | -0.3% | 1.22% | $1.8M | $40.47 |
| 2025 Q2 | ADDED | 45,578 | +8,705 | +23.6% | 1.33% | $1.8M | $39.15 |
| 2025 Q1 | REDUCED | 36,873 | -4,080 | -10.0% | 1.02% | $1.3M | $36.26 |
As of 2025 Q4 — sorted by position size