BW Gestao de Investimentos Ltda. TAN INVESCO EXCH TRADED FD TR II

Ownership history in BW Gestao de Investimentos Ltda.  ·  4 quarters on record

AI Ownership Summary

BW Gestao de Investimentos Ltda. reported INVESCO EXCH TRADED FD TR II (TAN) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.45% in 2024 Q2. The latest visible filing shows TAN at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BW Gestao de Investimentos Ltda.'s position in INVESCO EXCH TRADED FD TR II, 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
2026 Q1

TAN was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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 BW Gestao de Investimentos Ltda. held TAN — position size vs. price
% of Fund (quarterly)    TAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 70.0% +3.4% 70,165 -163,678 -70.0% 0.13% $3.9M 2026-04-28 $57.62
2025 Q4 ADDED 233,843 +33,843 +16.9% 0.26% $11.5M 2026-02-10 $58.59
2024 Q2 ADDED 200,000 +50,000 +33.3% 0.45% $8.0M 2024-08-01 $41.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BW Gestao de Investimentos Ltda. and TAN

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

How long has BW Gestao de Investimentos Ltda. reported owning TAN?

BW Gestao de Investimentos Ltda. reported TAN across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported TAN position in BW Gestao de Investimentos Ltda.'s portfolio?

The largest reported portfolio weight for TAN was 0.45% in 2024 Q2.

What is the latest reported TAN position on this page?

The most recent filing on this page is 2026 Q1, when BW Gestao de Investimentos Ltda. reported 70,165 shares, equal to 0.13% of portfolio, with an estimated market value of $3.9M.

What does the chart on this TAN ownership page compare?

The chart compares BW Gestao de Investimentos Ltda.'s quarterly TAN 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.

How well did BW Gestao de Investimentos Ltda. time their TAN position?

Based on 13F filing dates vs. subsequent TAN price moves, BW Gestao de Investimentos Ltda. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TAN relative to SPY over the holding period was -28.2%.

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