Ownership history in Ignite Planners, LLC Β· 7 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 (SMAY). 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 β11.1% annually on this SMAY position. Timing score: 80% (4/5 decisions correct). Average cost basis: $24.42. Maximum drawdown during holding period: β5.4%.
β Significantly underperformed the S&P 500 by 11.1% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $23.45 (2025 Q1) Β· Worst: $24.58 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 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 0.11% 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