Ownership history in ROVIN CAPITAL /UT/ /ADV Β· 9 quarters on record
This page tracks every 13F SEC filing in which ROVIN CAPITAL /UT/ /ADV reported a position in INVESCO EXCH TRD SLF IDX FD (BSJS). 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 ROVIN CAPITAL /UT/ /ADV underperformed the S&P 500 by β9.2% annually on this BSJS position. Timing score: 67% (4/6 decisions correct). Average cost basis: $20.57. Maximum drawdown during holding period: β0.3%.
β Significantly underperformed the S&P 500 by 9.2% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $18.94 (2024 Q1) Β· Worst: $21.68 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.83% 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