Ownership history in Ignite Planners, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (GJAN). 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 Ignite Planners, LLC underperformed the S&P 500 by β6.9% annually on this GJAN position. Average cost basis: $38.03. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 6.9% ann.
6 quarters analyzed
Best entry: $37.67 (2025 Q1) Β· Worst: $42.79 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.18% 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