Ownership history in BLACK POINT WEALTH MANAGEMENT Β· 4 quarters on record
This page tracks every 13F SEC filing in which BLACK POINT WEALTH MANAGEMENT reported a position in PACER FDS TR (CALF). 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 BLACK POINT WEALTH MANAGEMENT underperformed the S&P 500 by β35.9% annually on this CALF position. Average cost basis: $45.19. Maximum drawdown during holding period: β19.0%.
β Significantly underperformed the S&P 500 by 35.9% ann.
2 quarters analyzed
Best entry: $43.30 (2024 Q4) Β· Worst: $45.62 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BLACK POINT WEALTH MANAGEMENT has been actively increasing its CALF allocation β a bullish signal from insiders.
Currently 2.14% 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