Ownership history in Advisory Services Network, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in INVESCO TR INVT GRADE MUNS (VGM). 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 β20.5% annually on this VGM position. Timing score: 45% (9/20 decisions correct). Average cost basis: $9.22. Maximum drawdown during holding period: β30.2%.
β Significantly underperformed the S&P 500 by 20.5% ann.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $8.08 (2023 Q2) Β· Worst: $10.78 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 9 trims. Bought during 5 of 10 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