Ownership history in Valmark Advisers, Inc. Β· 4 quarters on record
This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in ISHARES TR (ARTY). 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 Valmark Advisers, Inc. outperformed the S&P 500 by +18.7% annually on this ARTY position. Timing score: 67% (2/3 decisions correct). Average cost basis: $34.52. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 18.7% per year on this position.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $34.18 (2024 Q3) Β· Worst: $37.07 (2024 Q4)
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 0.0% 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.