Ownership history in Focus Partners Wealth Β· 6 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in EA SERIES TRUST (BSVO). 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 β8.0% annually on this BSVO position. Timing score: 40% (2/5 decisions correct). Average cost basis: $21.58. Maximum drawdown during holding period: β10.6%.
β Significantly underperformed the S&P 500 by 8.0% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $20.08 (2025 Q2) Β· Worst: $23.30 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 1 of 2 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 0.97% 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.