Ownership history in LVZ, Inc. Β· 5 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in FIRST TR EXCHNG TRADED FD VI (SEPM). 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 LVZ, Inc. underperformed the S&P 500 by β10.8% annually on this SEPM position. Average cost basis: $29.83. Maximum drawdown during holding period: β0.3%.
β Significantly underperformed the S&P 500 by 10.8% ann.
4 quarters analyzed
Best entry: $29.83 (2024 Q4) Β· Worst: $29.83 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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