Ownership history in Focus Partners Wealth Β· 8 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in INVESCO EXCH TRD SLF IDX FD (BSMP). 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 Focus Partners Wealth underperformed the S&P 500 by β15.1% annually on this BSMP position. Timing score: 67% (4/6 decisions correct). Average cost basis: $23.54. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 15.1% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $23.32 (2024 Q1) Β· Worst: $24.28 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
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.