TPWA
DEED icon

Twin Peaks Wealth Advisors’s First Trust Securitized Plus ETF DEED Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-513
Closed -$10.9K – 723
2026
Q1 		$10.9K Buy
+513
New +$11.1K ﹤0.01% 1015
2025
Q3 		– Sell
-2,030
Closed -$43K – 647
2025
Q2 		$43K Buy
+2,030
New +$42.5K 0.01% 376

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

Twin Peaks Wealth Advisors's DEED Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Securitized Plus ETF (DEED) in Q2 2026, closing a stake of 513 shares — an estimated $10.9K sold.

Twin Peaks Wealth Advisors first reported a position in DEED in Q2 2025 and held it in 2 quarters. The position peaked at $43K in Q2 2025. 33 funds tracked by Wall St. Rank hold DEED as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Trust Securitized Plus ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 513 First Trust Securitized Plus ETF shares in Q2 2026, an estimated $10.9K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Securitized Plus ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Trust Securitized Plus ETF position peaked at $43K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.