Ownership history in WFA Asset Management Corp Β· 8 quarters on record
This page tracks every 13F SEC filing in which WFA Asset Management Corp reported a position in INVESCO EXCH TRADED FD TR II (RWJ). 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 WFA Asset Management Corp underperformed the S&P 500 by β7.2% annually on this RWJ position. Timing score: 50% (3/6 decisions correct). Average cost basis: $40.21. Maximum drawdown during holding period: β10.8%.
β Significantly underperformed the S&P 500 by 7.2% ann.
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: $40.21 (2025 Q1) Β· Worst: $40.21 (2025 Q1)
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.
π WFA Asset Management Corp has been actively increasing its RWJ allocation β a bullish signal from insiders.
Currently 5.63% 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