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 (GNOV). 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 | 97,716 | -3,215 | -3.2% | 2.49% | $3.9M | $39.72 |
| 2025 Q3 | REDUCED | 100,931 | -960 | -0.9% | 2.54% | $3.8M | $38.05 |
| 2025 Q2 | REDUCED | 101,891 | -6,367 | -5.9% | 2.78% | $3.7M | $36.48 |
| 2025 Q1 | REDUCED | 108,258 | -565 | -0.5% | 2.83% | $3.7M | $34.29 |
| 2024 Q4 | ADDED | 108,823 | +655 | +0.6% | 2.92% | $3.8M | $34.98 |
| 2024 Q3 | REDUCED | 108,168 | -2,537 | -2.3% | 2.88% | $3.7M | $34.48 |
| 2024 Q2 | REDUCED | 110,705 | -2,650 | -2.3% | 3.17% | $3.7M | $33.77 |
| 2024 Q1 | REDUCED | 113,355 | -4,660 | -3.9% | 3.19% | $3.7M | $32.97 |
| 2023 Q4 | INITIATED | 118,015 | — | — | 3.58% | $3.7M | — |
As of 2025 Q4 — sorted by position size