Ownership history in Mosley Wealth Management Β· 5 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management reported a position in BLACKROCK ETF TRUST (DYNF). 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 Mosley Wealth Management outperformed the S&P 500 by +4.7% annually on this DYNF position. Timing score: 100% (3/3 decisions correct). Average cost basis: $52.05. Maximum drawdown during holding period: β0.0%.
β
Outperformed SPY on this position by 4.7% ann.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $46.08 (2024 Q2) Β· Worst: $60.65 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.97% 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.