Ownership history in Authentikos Wealth Advisory, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Authentikos Wealth Advisory, LLC reported a position in INNOVATOR ETFS TRUST (PSTP). 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 Authentikos Wealth Advisory, LLC underperformed the S&P 500 by β7.0% annually on this PSTP position. Timing score: 50% (2/4 decisions correct). Average cost basis: $31.59. Maximum drawdown during holding period: β1.9%.
β Significantly underperformed the S&P 500 by 7.0% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $31.53 (2024 Q3) Β· Worst: $34.78 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.15% 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.