Strategic Investment Solutions, Inc. /IL BGSIX β€” BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL

Ownership history in Strategic Investment Solutions, Inc. /IL  Β·  4 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL (BGSIX) in 4 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGSIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL's position in BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
4 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Investment Solutions, Inc. /IL held BGSIX β€” position size vs. price
% of Fund (quarterly)    BGSIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BGSIX

As of 2024 Q1 β€” sorted by position size

Financial Gravity Asset Management, Inc. 3Y 7Y 0.0%

FAQ About Strategic Investment Solutions, Inc. /IL and BGSIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Investment Solutions, Inc. /IL reported owning BGSIX?

Strategic Investment Solutions, Inc. /IL reported BGSIX across 0 quarterly 13F filings.

What was the largest reported BGSIX position in Strategic Investment Solutions, Inc. /IL's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BGSIX in Strategic Investment Solutions, Inc. /IL.

What is the latest reported BGSIX position on this page?

The most recent filing on this page is 2023 Q4, when Strategic Investment Solutions, Inc. /IL reported 4,557 shares, equal to 0.04% of portfolio, with an estimated market value of $256K.

What does the chart on this BGSIX ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly BGSIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Investment Solutions, Inc. /IL time their BGSIX position?

Based on 13F filing dates vs. subsequent BGSIX price moves, Strategic Investment Solutions, Inc. /IL correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BGSIX relative to SPY over the holding period was +19.6%.

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