Ownership history in Hamilton Capital, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Hamilton Capital, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (OMFL). 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 Hamilton Capital, LLC underperformed the S&P 500 by β10.7% annually on this OMFL position. Timing score: 0% (0/3 decisions correct). Average cost basis: $54.21. Maximum drawdown during holding period: β4.6%.
β Significantly underperformed the S&P 500 by 10.7% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $54.21 (2024 Q1) Β· Worst: $54.21 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 3 trims. Bought during 0 of 2 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