Ownership history in FIFTH THIRD SECURITIES, INC. Β· 4 quarters on record
This page tracks every 13F SEC filing in which FIFTH THIRD SECURITIES, INC. reported a position in Invesco Optm Yd Dvrs Cdty Stra No K1 ETF (PDBC). 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 FIFTH THIRD SECURITIES, INC. underperformed the S&P 500 by β14.7% annually on this PDBC position. Timing score: 67% (2/3 decisions correct). Average cost basis: $12.50. Maximum drawdown during holding period: β4.3%.
β Significantly underperformed the S&P 500 by 14.7% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $12.50 (2024 Q4) Β· Worst: $12.50 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 3 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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