Ownership history in Bowman & Co S.C. Β· 17 quarters on record
This page tracks every 13F SEC filing in which Bowman & Co S.C. reported a position in INVESCO EXCH TRADED FD TR II (RWJ). 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 Bowman & Co S.C. underperformed the S&P 500 by β4.7% annually on this RWJ position. Timing score: 71% (10/14 decisions correct). Average cost basis: $36.81. Maximum drawdown during holding period: β21.4%.
β οΈ Trailed SPY by 4.7% ann. on this position.
16 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
10 of 14 add/trim decisions correct
Best entry: $30.63 (2022 Q3) Β· Worst: $48.56 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 2 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.48% 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