Simplicity Wealth,LLC BUFD — FIRST TR EXCHNG TRADED FD VI

Ownership history in Simplicity Wealth,LLC  ·  8 quarters on record

AI Ownership Summary

Simplicity Wealth,LLC reported FIRST TR EXCHNG TRADED FD VI (BUFD) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows BUFD at 0.51% 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 BUFD ownership page tells you

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

BUFD was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% 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 Q1 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.

BUFD stock page Simplicity Wealth,LLC fund profile Simplicity Wealth,LLC full holdings
How Simplicity Wealth,LLC held BUFD — position size vs. price
% of Fund (quarterly)    BUFD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 319,416 +19,998 +6.7% 0.51% $8.9M 2026-04-30 $29.19
2025 Q4 ADDED — — — 299,418 +12,436 +4.3% 0.50% $8.5M 2026-01-30 $28.43
2025 Q3 ADDED — — — 286,982 +84,212 +41.5% 0.46% $7.9M 2025-10-30 $27.83
2025 Q2 ADDED — — — 202,770 +85,708 +73.2% 0.22% $5.4M 2025-07-22 $26.80
2025 Q1 REDUCED — — — 117,062 -5,215 -4.3% 0.23% $2.9M 2025-04-15 $24.37
2024 Q3 ADDED — — — 122,277 +16,207 +15.3% 0.28% $3.1M 2024-10-10 $25.06
2024 Q2 ADDED — — — 106,070 +85,527 +416.3% 0.06% $2.6M 2024-07-10 $24.51
2024 Q1 INITIATED — — — 20,543 — — 0.01% $485K 2024-04-24 $23.48

🏢 Other funds also holding BUFD

As of 2026 Q1 — sorted by position size

Centennial Wealth Advisory LLC 3Y 12.38% Legacy Financial Group LLC 3Y 7.07% Legacy Wealth Managment, LLC/ID 3.54% Santori & Peters, Inc. 3Y 7Y 3.21% MILESTONE ASSET MANAGEMENT, LLC 3Y 2.28% Family Capital Management, Inc. 3Y 1.18% IAMS WEALTH MANAGEMENT, LLC 1.11% Five Pine Wealth Management 1.07% Compass Financial Services Inc 1.02% Capital Asset Advisory Services LLC 3Y 7Y 1.0%

FAQ About Simplicity Wealth,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 Simplicity Wealth,LLC reported owning BUFD?

Simplicity Wealth,LLC reported BUFD across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BUFD position in Simplicity Wealth,LLC's portfolio?

The largest reported portfolio weight for BUFD was 0.51% in 2026 Q1.

What is the latest reported BUFD position on this page?

The most recent filing on this page is 2026 Q1, when Simplicity Wealth,LLC reported 319,416 shares, equal to 0.51% of portfolio, with an estimated market value of $8.9M.

What does the chart on this BUFD ownership page compare?

The chart compares Simplicity Wealth,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.

How well did Simplicity Wealth,LLC time their BUFD position?

Based on 13F filing dates vs. subsequent BUFD price moves, Simplicity Wealth,LLC correctly timed 5 out of 7 reported position changes (71%).

← Back to Simplicity Wealth,LLC Holdings