Ownership history in Selective Wealth Management, Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (PSL). 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 Selective Wealth Management, Inc. underperformed the S&P 500 by β10.4% annually on this PSL position. Timing score: 44% (7/16 decisions correct). Average cost basis: $77.21. Maximum drawdown during holding period: β23.8%.
β Significantly underperformed the S&P 500 by 10.4% ann.
17 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $52.40 (2020 Q1) Β· Worst: $110.01 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 6 trims. Bought during 5 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% 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