Ownership history in Clearwater Capital Advisors, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Clearwater Capital Advisors, LLC reported a position in ISHARES TR (XT). 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 Clearwater Capital Advisors, LLC underperformed the S&P 500 by β6.4% annually on this XT position. Timing score: 60% (12/20 decisions correct). Average cost basis: $54.10. Maximum drawdown during holding period: β32.3%.
β Significantly underperformed the S&P 500 by 6.4% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 20 add/trim decisions correct
Best entry: $40.69 (2022 Q3) Β· Worst: $66.82 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 4 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.72% 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