Ownership history in Capital Analysts, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (BSJP). 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 Capital Analysts, LLC underperformed the S&P 500 by β14.6% annually on this BSJP position. Timing score: 80% (8/10 decisions correct). Average cost basis: $20.69. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 14.6% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $19.08 (2023 Q1) Β· Worst: $22.35 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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.