Ownership history in Sincerus Advisory, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Sincerus Advisory, LLC reported a position in ISHARES TR (SCZ). 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 Sincerus Advisory, LLC outperformed the S&P 500 by +12.0% annually on this SCZ position. Timing score: 100% (4/4 decisions correct). Average cost basis: $62.19. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 12.0% per year on this position.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $58.70 (2024 Q4) Β· Worst: $77.53 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π Sincerus Advisory, LLC has been actively increasing its SCZ allocation β a bullish signal from insiders.
Currently 1.85% 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