Ownership history in RIVERSEDGE ADVISORS, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which RIVERSEDGE ADVISORS, LLC reported a position in VICTORY PORTFOLIOS II (CIL). 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 RIVERSEDGE ADVISORS, LLC underperformed the S&P 500 by β5.5% annually on this CIL position. Timing score: 48% (11/23 decisions correct). Average cost basis: $28.31. Maximum drawdown during holding period: β27.3%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $25.72 (2020 Q1) Β· Worst: $51.37 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 18 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.1% 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.
As of 2025 Q4 β sorted by position size