Ownership history in Altiora Financial Group, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Altiora Financial Group, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (CTA). 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 Altiora Financial Group, LLC underperformed the S&P 500 by β6.4% annually on this CTA position. Timing score: 60% (3/5 decisions correct). Average cost basis: $26.78. Maximum drawdown during holding period: β8.8%.
β Significantly underperformed the S&P 500 by 6.4% ann.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $24.33 (2024 Q3) Β· Worst: $28.55 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Altiora Financial Group, LLC has been actively increasing its CTA allocation β a bullish signal from insiders.
Currently 3.12% 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