Ownership history in ONE PLUS ONE WEALTH MANAGEMENT, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which ONE PLUS ONE WEALTH MANAGEMENT, LLC reported a position in ETF SER SOLUTIONS (ACIO). 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 ONE PLUS ONE WEALTH MANAGEMENT, LLC underperformed the S&P 500 by β3.6% annually on this ACIO position. Timing score: 58% (11/19 decisions correct). Average cost basis: $30.62. Maximum drawdown during holding period: β13.3%.
β οΈ Trailed SPY by 3.6% ann. on this position.
19 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 19 add/trim decisions correct
Best entry: $27.29 (2021 Q1) Β· Worst: $43.70 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
16 adds Β· 4 trims. Bought during 3 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.46% 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.