Wealthcare Advisory Partners LLC BUFQ FIRST TR EXCHNG TRADED FD VI

Ownership history in Wealthcare Advisory Partners LLC  ·  12 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported FIRST TR EXCHNG TRADED FD VI (BUFQ) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows BUFQ at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUFQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory 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 Q2

BUFQ was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

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 Q2

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 Wealthcare Advisory 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 79,994 +3,672 +4.8% 0.06% $3.1M 2026-07-09 $39.14
2026 Q1 ADDED 76,322 +545 +0.7% 0.05% $2.7M 2026-04-14 $37.12
2025 Q4 REDUCED 75,777 -596 -0.8% 0.05% $2.7M 2026-01-14 $35.97
2025 Q3 ADDED 76,373 +1,653 +2.2% 0.06% $2.7M 2025-11-07 $34.98
2025 Q2 ADDED 74,720 +20,833 +38.7% 0.06% $2.5M 2025-07-22 $33.57
2025 Q1 ADDED 53,887 +2,976 +5.8% 0.04% $1.6M 2025-04-15 $29.37
2024 Q4 ADDED 50,911 +1,061 +2.1% 0.04% $1.6M 2025-01-15 $31.68
2024 Q3 ADDED 49,850 +3,968 +8.6% 0.04% $1.5M 2024-11-04 $30.39
2024 Q2 ADDED 45,882 +1,095 +2.4% 0.04% $1.4M 2024-08-12 $28.88
2024 Q1 ADDED 44,787 +330 +0.7% 0.04% $1.3M 2024-04-15 $27.94
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory 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 Wealthcare Advisory Partners LLC reported owning BUFQ?

Wealthcare Advisory Partners LLC reported BUFQ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BUFQ position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for BUFQ was 0.06% in 2026 Q2.

What is the latest reported BUFQ position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 79,994 shares, equal to 0.06% of portfolio, with an estimated market value of $3.1M.

What does the chart on this BUFQ ownership page compare?

The chart compares Wealthcare Advisory 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 Wealthcare Advisory Partners LLC time their BUFQ position?

Based on 13F filing dates vs. subsequent BUFQ price moves, Wealthcare Advisory Partners LLC correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on BUFQ relative to SPY over the holding period was +174.0%.

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