Ownership history in Tactive Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Tactive Advisors, LLC reported a position in FLEXSHARES TR (RAVI). 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 Tactive Advisors, LLC underperformed the S&P 500 by β28.8% annually on this RAVI position. Timing score: 67% (2/3 decisions correct). Average cost basis: $72.73. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 28.8% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $68.46 (2024 Q1) Β· Worst: $73.04 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.09% 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