Ownership history in ACT Advisors, LLC. Β· 21 quarters on record
This page tracks every 13F SEC filing in which ACT Advisors, LLC. reported a position in ISHARES TR (USMV). 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 ACT Advisors, LLC. underperformed the S&P 500 by β9.3% annually on this USMV position. Timing score: 45% (9/20 decisions correct). Average cost basis: $62.32. Maximum drawdown during holding period: β17.4%.
β Significantly underperformed the S&P 500 by 9.3% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $62.25 (2022 Q3) Β· Worst: $68.22 (2022 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 18 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.86% 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