Ownership history in Alexander Randolph Advisory, Inc. Β· 9 quarters on record
This page tracks every 13F SEC filing in which Alexander Randolph Advisory, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (PID). 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 Alexander Randolph Advisory, Inc. underperformed the S&P 500 by β2.7% annually on this PID position. Timing score: 100% (4/4 decisions correct). Average cost basis: $18.46. Maximum drawdown during holding period: β7.0%.
β οΈ Trailed SPY by 2.7% ann. on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $18.40 (2025 Q1) Β· Worst: $21.80 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 0 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 0.46% 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