Ownership history in IFG Advisory, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in INVESCO S&P (SPVM). 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 IFG Advisory, LLC underperformed the S&P 500 by β5.2% annually on this SPVM position. Timing score: 57% (4/7 decisions correct). Average cost basis: $42.42. Maximum drawdown during holding period: β3.6%.
β Significantly underperformed the S&P 500 by 5.2% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $40.86 (2022 Q3) Β· Worst: $58.77 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 3 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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