Ownership history in American Alpha Advisors, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which American Alpha Advisors, LLC reported a position in BNY MELLON ETF TRUST II (BKDV). 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 American Alpha Advisors, LLC underperformed the S&P 500 by β9.1% annually on this BKDV position. Timing score: 67% (2/3 decisions correct). Average cost basis: $26.56. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 9.1% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $25.14 (2025 Q1) Β· Worst: $29.02 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π American Alpha Advisors, LLC has been actively increasing its BKDV allocation β a bullish signal from insiders.
Currently 1.2% 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.