Ownership history in WEALTH ALLIANCE, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in BLACKROCK ETF TRUST (LCTD). 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 WEALTH ALLIANCE, LLC underperformed the S&P 500 by β3.0% annually on this LCTD position. Timing score: 50% (3/6 decisions correct). Average cost basis: $41.91. Maximum drawdown during holding period: β9.1%.
β οΈ Trailed SPY by 3.0% ann. on this position.
6 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $41.91 (2024 Q4) Β· Worst: $41.91 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 6 trims. Bought during 1 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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