Ownership history in Lantern Wealth Advisors, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Lantern Wealth Advisors, LLC reported a position in INVESCO EXCHANGE TRADED FD T (RSP). 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 Lantern Wealth Advisors, LLC underperformed the S&P 500 by β9.1% annually on this RSP position. Timing score: 17% (1/6 decisions correct). Average cost basis: $177.09. Maximum drawdown during holding period: β2.6%.
β Significantly underperformed the S&P 500 by 9.1% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct
Best entry: $163.89 (2024 Q1) Β· Worst: $179.47 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.01% 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