Ownership history in Clarus Group, Inc. Β· 6 quarters on record
This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (RSP). 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 Clarus Group, Inc. underperformed the S&P 500 by β8.6% annually on this RSP position. Timing score: 40% (2/5 decisions correct). Average cost basis: $172.61. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 8.6% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $171.51 (2024 Q4) Β· Worst: $188.14 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Clarus Group, Inc. has been actively increasing its RSP allocation β a bullish signal from insiders.
Currently 3.87% 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