BBP β€” ETFIS SER TR I

Ownership history in CWM, LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in ETFIS SER TR I (BBP). 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.

Position Intelligence

CWM, LLC Γ— BBP AI Analytics

πŸ“ˆ CWM, LLC outperformed the S&P 500 by +1.2% annually on this BBP position. Timing score: 100% (3/3 decisions correct). Average cost basis: $46.53. Maximum drawdown during holding period: –7.3%.

πŸ“ˆ Position Alpha vs SPY
+1.2%
annualised excess return

βœ… Outperformed SPY on this position by 1.2% ann.
14 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$46.53
+71.8% vs current ($79.92)

Best entry: $41.22 (2022 Q2)  Β·  Worst: $56.61 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–7.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 1 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    BBP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 717 β€” 0% 0.00% $57K $79.92
2025 Q3 UNCHANGED 717 β€” 0% 0.00% $50K $69.97
2025 Q2 UNCHANGED 717 β€” 0% 0.00% $42K $58.23
2025 Q1 UNCHANGED 717 β€” 0% 0.00% $42K $58.62
2024 Q4 UNCHANGED 717 β€” 0% 0.00% $43K $60.02
2024 Q3 UNCHANGED 717 β€” 0% 0.00% $45K $62.84
2024 Q2 UNCHANGED 717 β€” 0% 0.00% $42K $58.78
2024 Q1 ADDED 717 +167 +30.4% 0.00% $41K $56.61
2023 Q4 UNCHANGED 550 β€” 0% 0.00% $32K $58.09
2023 Q3 UNCHANGED 550 β€” 0% 0.00% $28K $50.03
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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