Ownership history in Diversify Advisory Services, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, 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 Diversify Advisory Services, LLC underperformed the S&P 500 by β12.1% annually on this BSJP position. Timing score: 0% (0/4 decisions correct). Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.1% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 5 trims. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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.