Ownership history in JUNCTURE WEALTH STRATEGIES, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which JUNCTURE WEALTH STRATEGIES, LLC reported a position in FRANKLIN TEMPLETON ETF TR (FLIN). 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 JUNCTURE WEALTH STRATEGIES, LLC underperformed the S&P 500 by β14.3% annually on this FLIN position. Timing score: 50% (2/4 decisions correct). Average cost basis: $38.18. Maximum drawdown during holding period: β6.4%.
β Significantly underperformed the S&P 500 by 14.3% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $36.63 (2025 Q1) Β· Worst: $39.67 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π JUNCTURE WEALTH STRATEGIES, LLC has been actively increasing its FLIN allocation β a bullish signal from insiders.
Currently 1.02% 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