Ownership history in Advisory Services Network, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO MUN TR (VKQ). 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 β74.7% annually on this VKQ position. Timing score: 40% (2/5 decisions correct). Average cost basis: $8.62. Maximum drawdown during holding period: β6.9%.
β Significantly underperformed the S&P 500 by 74.7% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $8.27 (2020 Q1) Β· Worst: $9.28 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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