Ownership history in Advisory Services Network, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ALPS ETF TR (SBIO). 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 Advisory Services Network, LLC underperformed the S&P 500 by β17.1% annually on this SBIO position. Timing score: 44% (4/9 decisions correct). Average cost basis: $30.53. Maximum drawdown during holding period: β46.9%.
β Significantly underperformed the S&P 500 by 17.1% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $27.11 (2018 Q4) Β· Worst: $47.14 (2021 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
7 adds Β· 4 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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