Ownership history in MACROVIEW INVESTMENT MANAGEMENT LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which MACROVIEW INVESTMENT MANAGEMENT LLC reported a position in INNOVATOR ETFS TRUST (BMAR). 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 MACROVIEW INVESTMENT MANAGEMENT LLC underperformed the S&P 500 by β7.8% annually on this BMAR position. Timing score: 33% (1/3 decisions correct). Average cost basis: $45.54. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 7.8% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $45.54 (2025 Q1) Β· Worst: $45.54 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.02% 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