Banco BTG Pactual S.A. EPU β€” ISHARES TR

Ownership history in Banco BTG Pactual S.A.  Β·  2 quarters on record

AI Ownership Summary

Banco BTG Pactual S.A. reported ISHARES TR (EPU) in 2 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows EPU at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EPU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Banco BTG Pactual S.A.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EPU was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Banco BTG Pactual S.A. held EPU β€” position size vs. price
% of Fund (quarterly)    EPU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 10,000 +2,059 +25.9% 0.12% $724K 2026-02-12 $85.62
2024 Q3 INITIATED β€” β€” β€” 7,941 β€” β€” 0.09% $343K 2024-11-07 $41.29

FAQ About Banco BTG Pactual S.A. and EPU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Banco BTG Pactual S.A. reported owning EPU?

Banco BTG Pactual S.A. reported EPU across 2 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EPU position in Banco BTG Pactual S.A.'s portfolio?

The largest reported portfolio weight for EPU was 0.12% in 2025 Q4.

What is the latest reported EPU position on this page?

The most recent filing on this page is 2025 Q4, when Banco BTG Pactual S.A. reported 10,000 shares, equal to 0.12% of portfolio, with an estimated market value of $724K.

What does the chart on this EPU ownership page compare?

The chart compares Banco BTG Pactual S.A.'s quarterly EPU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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