Ownership history in Arrowroot Family Office, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Arrowroot Family Office, LLC reported a position in INVESCO EXCHANGE TRADED FD T (GRPM). 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 Arrowroot Family Office, LLC underperformed the S&P 500 by β14.3% annually on this GRPM position. Timing score: 20% (1/5 decisions correct). Average cost basis: $117.12. Maximum drawdown during holding period: β5.7%.
β Significantly underperformed the S&P 500 by 14.3% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $111.12 (2024 Q4) Β· Worst: $120.18 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.43% 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