Encompass More Asset Management SQLV LEGG MASON ETF INVT

Ownership history in Encompass More Asset Management  ·  4 quarters on record

AI Ownership Summary

Encompass More Asset Management reported LEGG MASON ETF INVT (SQLV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows SQLV at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SQLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in LEGG MASON ETF INVT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SQLV was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Encompass More Asset Management held SQLV — position size vs. price
% of Fund (quarterly)    SQLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,053 +8,312 +26.2% 0.30% $1.8M 2026-04-28 $48.00
2025 Q4 REDUCED 31,741 -221 -0.7% 0.25% $1.4M 2026-02-03 $45.11
2025 Q3 REDUCED 32.1% +2.6% 31,962 -15,112 -32.1% 0.26% $1.4M 2025-10-17 $41.09
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Encompass More Asset Management and SQLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Encompass More Asset Management reported owning SQLV?

Encompass More Asset Management reported SQLV across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported SQLV position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for SQLV was 0.30% in 2026 Q1.

What is the latest reported SQLV position on this page?

The most recent filing on this page is 2026 Q1, when Encompass More Asset Management reported 40,053 shares, equal to 0.30% of portfolio, with an estimated market value of $1.8M.

What does the chart on this SQLV ownership page compare?

The chart compares Encompass More Asset Management's quarterly SQLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Encompass More Asset Management time their SQLV position?

Based on 13F filing dates vs. subsequent SQLV price moves, Encompass More Asset Management correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SQLV relative to SPY over the holding period was +16.6%.

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