Ownership history in Second Half Financial Partners, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Second Half Financial Partners, LLC reported a position in NEOS ETF TRUST (QQQI). 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 Second Half Financial Partners, LLC outperformed the S&P 500 by +1.2% annually on this QQQI position. Timing score: 25% (1/4 decisions correct). Average cost basis: $44.75. Maximum drawdown during holding period: β6.2%.
β
Outperformed SPY on this position by 1.2% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $43.82 (2024 Q4) Β· Worst: $46.76 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Second Half Financial Partners, LLC has been actively increasing its QQQI allocation β a bullish signal from insiders.
Currently 11.94% 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.