Ownership history in 1900 WEALTH MANAGEMENT LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which 1900 WEALTH MANAGEMENT LLC reported a position in INVESCO EXCH TRD SLF IDX FD (POWA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 1900 WEALTH MANAGEMENT LLC underperformed the S&P 500 by β8.4% annually on this POWA position. Timing score: 41% (7/17 decisions correct). Average cost basis: $59.66. Maximum drawdown during holding period: β17.6%.
β Significantly underperformed the S&P 500 by 8.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $55.78 (2020 Q4) Β· Worst: $89.94 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 14 trims. Bought during 0 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.44% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size