Ownership history in Integrated Advisors Network LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Integrated Advisors Network LLC reported a position in FIDELITY COVINGTON TRUST (FCPI). 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 Integrated Advisors Network LLC underperformed the S&P 500 by β1.1% annually on this FCPI position. Timing score: 14% (1/7 decisions correct). Average cost basis: $31.72. Maximum drawdown during holding period: β16.4%.
β οΈ Trailed SPY by 1.1% ann. on this position.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 7 add/trim decisions correct
Best entry: $27.26 (2022 Q2) Β· Worst: $31.72 (2022 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 5 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% 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