Ownership history in SITTNER & NELSON, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT (CGUS). 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 SITTNER & NELSON, LLC outperformed the S&P 500 by +0.9% annually on this CGUS position. Timing score: 90% (9/10 decisions correct). Average cost basis: $32.19. Maximum drawdown during holding period: β4.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 10 add/trim decisions correct
Best entry: $19.61 (2022 Q3) Β· Worst: $40.23 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 0 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SITTNER & NELSON, LLC has been actively increasing its CGUS allocation β a bullish signal from insiders.
Currently 1.38% 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.