Ownership history in AE Wealth Management LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in LISTED FD TR (DECZ). 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 AE Wealth Management LLC underperformed the S&P 500 by β5.2% annually on this DECZ position. Timing score: 62% (5/8 decisions correct). Average cost basis: $36.56. Maximum drawdown during holding period: β3.2%.
β Significantly underperformed the S&P 500 by 5.2% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $30.15 (2023 Q4) Β· Worst: $40.26 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.1% 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.