Ownership history in Advisory Services Network, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ARK ETF TR (PRNT). 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 β21.8% annually on this PRNT position. Timing score: 31% (4/13 decisions correct). Average cost basis: $34.85. Maximum drawdown during holding period: β50.4%.
β Significantly underperformed the S&P 500 by 21.8% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 13 add/trim decisions correct
Best entry: $22.17 (2019 Q4) Β· Worst: $39.28 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 7 trims. Bought during 2 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