Ownership history in FSA Advisors, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which FSA Advisors, Inc. reported a position in INNOVATOR ETFS TRUST (POCT). 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 FSA Advisors, Inc. underperformed the S&P 500 by β7.7% annually on this POCT position. Timing score: 67% (4/6 decisions correct). Average cost basis: $41.57. Maximum drawdown during holding period: β1.8%.
β Significantly underperformed the S&P 500 by 7.7% 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: $38.85 (2025 Q1) Β· Worst: $43.92 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% 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.