Ownership history in Navalign, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Navalign, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (BUFR). 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 Navalign, LLC underperformed the S&P 500 by β6.7% annually on this BUFR position. Timing score: 82% (9/11 decisions correct). Average cost basis: $29.49. Maximum drawdown during holding period: β2.6%.
β Significantly underperformed the S&P 500 by 6.7% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $23.47 (2023 Q1) Β· Worst: $34.26 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Navalign, LLC has been actively increasing its BUFR allocation β a bullish signal from insiders.
Currently 1.1% 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.