Long-term investor
Detalus Advisors, LLC @detalusadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799677).
Record
- Tracked since 2025-06-30 (434 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days +12.9% · 6 months +11.2% · 1 year +19.0% · all +19.0%
- Max drawdown -3.2% · Sharpe 0.95 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 19.2% · long · since 2025-06-30
- IVW · 6.8% · long · since 2025-06-30
- CORO · 6.2% · long · since 2026-03-31
- DYNF · 5.8% · long · since 2025-06-30
- IVE · 4.4% · long · since 2025-06-30
- BAI · 3.1% · long · since 2025-06-30
- OEF · 3.0% · long · since 2025-06-30
- LMUB · 1.9% · long · since 2026-03-31
- SPMO · 1.9% · long · since 2025-06-30
- SPEM · 1.9% · long · since 2025-06-30
- PPA · 1.8% · long · since 2025-09-30
- QUAL · 1.6% · long · since 2025-06-30