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 (PFEB). 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 β6.9% annually on this PFEB position. Timing score: 33% (2/6 decisions correct). Average cost basis: $36.10. Maximum drawdown during holding period: β2.7%.
β Significantly underperformed the S&P 500 by 6.9% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $35.82 (2025 Q1) Β· Worst: $40.72 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 1 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.09% 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.