SEC 13F Intelligence

Usadvisors Wealth Management, LLC / DEED

Usadvisors Wealth Management, LLC’s First Tr Exchng Traded Fd Vi Position

Does Usadvisors Wealth Management, LLC own First Tr Exchng Traded Fd Vi (DEED)? Not currently — the last reported position was 189.2K shares worth $4M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2022
Shares
189.2K
% of Portfolio
+2.08%
Quarters Held
3
position exited

Position History DEED

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022189.2K$4M+2.08%
Q2 2022188.3K$4M+2.15%
Q4 2021225.2K$6M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of DEED.