Ownership history in EWG Elevate Inc. Β· 15 quarters on record
This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in FIRST TR EXCHANGE-TRADED FD (LMBS). 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 EWG Elevate Inc. underperformed the S&P 500 by β9.6% annually on this LMBS position. Timing score: 57% (8/14 decisions correct). Average cost basis: $44.12. Maximum drawdown during holding period: β2.3%.
β Significantly underperformed the S&P 500 by 9.6% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $41.21 (2022 Q3) Β· Worst: $46.60 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 4 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.14% 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