Ownership history in Jacobi Capital Management LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which Jacobi Capital Management LLC reported a position in ETF OPPORTUNITIES TRUST (VSLU). 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 Jacobi Capital Management LLC outperformed the S&P 500 by +1.2% annually on this VSLU position. Timing score: 88% (7/8 decisions correct). Average cost basis: $37.35. Maximum drawdown during holding period: β4.3%.
β
Outperformed SPY on this position by 1.2% ann.
8 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 8 add/trim decisions correct
Best entry: $29.42 (2023 Q4) Β· Worst: $44.26 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Jacobi Capital Management LLC has been actively increasing its VSLU allocation β a bullish signal from insiders.
Currently 1.32% 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