Ownership history in WealthPLAN Partners, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in PROSHARES TR (TDV). 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 WealthPLAN Partners, LLC underperformed the S&P 500 by β6.1% annually on this TDV position. Timing score: 73% (8/11 decisions correct). Average cost basis: $65.59. Maximum drawdown during holding period: β5.9%.
β Significantly underperformed the S&P 500 by 6.1% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $60.51 (2023 Q3) Β· Worst: $86.22 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.49% 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.