PWM
DEED icon

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
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

GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
GCWM
Guided Capital Wealth Management Houston, Texas $171M AUM 25.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
SFP
Strategic Financial Partners Bend, Oregon $265M AUM 20% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Puff Wealth Management's DEED Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Securitized Plus ETF (DEED) in Q2 2026: 19,409 shares worth $415K. The stake represents 0.42% of the portfolio and ranks #54 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in DEED as recently as Q4 2025.

Puff Wealth Management first reported a position in DEED in Q4 2024 and has held it in 6 quarters since. The position peaked at $656K in Q1 2025. 34 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Puff Wealth Management held 19,409 shares of First Trust Securitized Plus ETF worth $415K as of Q2 2026.
  • First Trust Securitized Plus ETF was a new Puff Wealth Management position in Q2 2026.
  • First Trust Securitized Plus ETF made up 0.42% of Puff Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Puff Wealth Management first reported a position in First Trust Securitized Plus ETF in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's First Trust Securitized Plus ETF position peaked at $656K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.