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Puff Wealth Management’s First Trust Securitized Plus ETF DEED Stock Holding History

Puff Wealth Management’s Portfolio DEED Stock Details DEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$303K Sell
14,962
-4,447
-23% -$93.6K 0.29% 63
2026
Q2 		$415K Buy
+19,409
New +$415K 0.42% 54
2025
Q4 		$464K Sell
21,505
-4,050
-16% -$87.3K 0.6% 46
2025
Q3 		$546K Sell
25,555
-2,032
-7% -$43.1K 0.83% 37
2025
Q2 		$583K Sell
27,587
-3,434
-11% -$72K 0.42% 55
2025
Q1 		$656K Buy
31,021
+443
+1% +$9.28K 0.61% 47
2024
Q4 		$632K Buy
+30,578
New +$643K 1.1% 30

Other funds holding DEED

Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Milestones Private Investment Advisors
Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Davis Capital Management
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Puff Wealth Management's DEED Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Securitized Plus ETF (DEED) stake by 23% in Q3 2026, selling an estimated $93.6K and leaving 14,962 shares worth $303K. The position accounts for 0.29% of the portfolio, ranked #63.

Puff Wealth Management first reported a position in DEED in Q4 2024 and has held it in 7 quarters since. The position peaked at $656K in Q1 2025. 7 funds tracked by Wall St. Rank hold DEED as of Q3 2026.

  • Puff Wealth Management held 14,962 shares of First Trust Securitized Plus ETF worth $303K as of Q3 2026.
  • Puff Wealth Management sold 4,447 First Trust Securitized Plus ETF shares in Q3 2026, an estimated $93.6K.
  • First Trust Securitized Plus ETF made up 0.29% of Puff Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Puff Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2024 and has held it in 7 quarters since.
  • Puff Wealth Management's First Trust Securitized Plus ETF position peaked at $656K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.