Ownership history in CWM, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which CWM, 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 CWM, LLC underperformed the S&P 500 by β12.2% annually on this BSJP position. Timing score: 54% (7/13 decisions correct). Average cost basis: $18.44. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.2% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $17.83 (2022 Q2) Β· Worst: $22.35 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 7 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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.