Ownership history in BCS Wealth Management Β· 8 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INNOVATOR ETFS TRUST (IMAR). 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 BCS Wealth Management underperformed the S&P 500 by β6.5% annually on this IMAR position. Timing score: 33% (1/3 decisions correct). Average cost basis: $29.78. Maximum drawdown during holding period: β7.0%.
β Significantly underperformed the S&P 500 by 6.5% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $26.45 (2025 Q1) Β· Worst: $29.87 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.06% 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