Ownership history in Beacon Pointe Advisors, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in INVESCO EXCH TRADED FD TR II (PSCD). 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 Beacon Pointe Advisors, LLC underperformed the S&P 500 by β25.1% annually on this PSCD position. Timing score: 50% (5/10 decisions correct). Average cost basis: $105.67. Maximum drawdown during holding period: β9.8%.
β Significantly underperformed the S&P 500 by 25.1% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $99.83 (2025 Q2) Β· Worst: $110.86 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 5 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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