Ownership history in Advisory Services Network, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO EXCH TRADED FD TR II (EELV). 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 β43.5% annually on this EELV position. Timing score: 67% (2/3 decisions correct). Average cost basis: $20.19. Maximum drawdown during holding period: β1.1%.
β Significantly underperformed the S&P 500 by 43.5% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $20.19 (2023 Q3) Β· Worst: $20.19 (2023 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π Predominantly trimming β distribution phase.
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