Ownership history in UPTICK PARTNERS, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which UPTICK PARTNERS, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (XAPR). 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 UPTICK PARTNERS, LLC underperformed the S&P 500 by β4.8% annually on this XAPR position. Timing score: 67% (2/3 decisions correct). Average cost basis: $31.85. Maximum drawdown during holding period: β0.0%.
β οΈ Trailed SPY by 4.8% ann. on this position.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $31.82 (2024 Q3) Β· Worst: $35.09 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 1 trim. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.13% 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