Ownership history in SMITH, MOORE & CO. Β· 6 quarters on record
This page tracks every 13F SEC filing in which SMITH, MOORE & CO. reported a position in EXCHANGE TRADED CONCEPTS TRU (INQQ). 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 SMITH, MOORE & CO. underperformed the S&P 500 by β20.1% annually on this INQQ position. Timing score: 20% (1/5 decisions correct). Average cost basis: $15.54. Maximum drawdown during holding period: β11.5%.
β Significantly underperformed the S&P 500 by 20.1% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $14.04 (2025 Q1) Β· Worst: $16.24 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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