Ownership history in StoneX Group Inc. Β· 13 quarters on record
This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in FIRST TR EXCHNG TRADED FD VI (BUFR). 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 StoneX Group Inc. underperformed the S&P 500 by β2.9% annually on this BUFR position. Timing score: 67% (8/12 decisions correct). Average cost basis: $27.08. Maximum drawdown during holding period: β2.6%.
β οΈ Trailed SPY by 2.9% ann. on this position.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $23.47 (2023 Q1) Β· Worst: $34.26 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.14% 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.