Tower Wealth Partners, Inc. XSVN — BONDBLOXX ETF TRUST

Ownership history in Tower Wealth Partners, Inc.  ·  4 quarters on record

AI Ownership Summary

Tower Wealth Partners, Inc. reported BONDBLOXX ETF TRUST (XSVN) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.26% in 2026 Q1. The latest visible filing shows XSVN at 0.26% 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 XSVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tower Wealth Partners, Inc.'s position in BONDBLOXX ETF TRUST, 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

XSVN was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% 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
2025 Q2 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.

XSVN stock page Tower Wealth Partners, Inc. fund profile Tower Wealth Partners, Inc. full holdings
How Tower Wealth Partners, Inc. held XSVN — position size vs. price
% of Fund (quarterly)    XSVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,815 +66 +0.7% 0.26% $468K 2026-05-08 $47.29
2025 Q4 ADDED — — — 9,749 +1,124 +13.0% 0.26% $468K 2026-01-16 $47.16
2025 Q3 ADDED — — — 8,625 +591 +7.4% 0.23% $416K 2025-11-07 $47.19
2025 Q2 INITIATED — — — 8,034 — — 0.23% $385K 2025-07-28 $45.57

🏢 Other funds also holding XSVN

As of 2026 Q1 — sorted by position size

Bucket List Wealth Management, LLC 1.39% Mattson Financial Services, LLC 1.3% Brown Financial Advisors 1.28% Paladin Wealth, LLC 1.24% Benchmark Financial, LLC 1.11% Dogwood Wealth Management LLC 1.04% WESPAC Advisors SoCal, LLC 3Y 7Y 0.8% Gradient Investments LLC 3Y 7Y 0.79% JDM Financial Group LLC 3Y 0.6% Beacon Financial Advisory LLC 3Y 0.41%

FAQ About Tower Wealth Partners, Inc. and XSVN

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

How long has Tower Wealth Partners, Inc. reported owning XSVN?

Tower Wealth Partners, Inc. reported XSVN across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported XSVN position in Tower Wealth Partners, Inc.'s portfolio?

The largest reported portfolio weight for XSVN was 0.26% in 2026 Q1.

What is the latest reported XSVN position on this page?

The most recent filing on this page is 2026 Q1, when Tower Wealth Partners, Inc. reported 9,815 shares, equal to 0.26% of portfolio, with an estimated market value of $468K.

What does the chart on this XSVN ownership page compare?

The chart compares Tower Wealth Partners, Inc.'s quarterly XSVN 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 Tower Wealth Partners, Inc. time their XSVN position?

Based on 13F filing dates vs. subsequent XSVN price moves, Tower Wealth Partners, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on XSVN relative to SPY over the holding period was -14.1%.

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