Ownership history in MPWM ADVISORY SOLUTIONS, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in FIRST TRUST (CIBR). 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 MPWM ADVISORY SOLUTIONS, LLC underperformed the S&P 500 by β3.1% annually on this CIBR position. Timing score: 50% (2/4 decisions correct). Average cost basis: $64.32. Maximum drawdown during holding period: β5.7%.
β οΈ Trailed SPY by 3.1% ann. on this position.
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: $62.75 (2025 Q1) Β· Worst: $75.80 (2025 Q3)
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 MPWM ADVISORY SOLUTIONS, LLC has been actively increasing its CIBR allocation β a bullish signal from insiders.
Currently 1.2% 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.