Lattice Strategies LLC PIN β€” INVESCO INDIA EXCHG TRED FD

Ownership history in Lattice Strategies LLC  Β·  4 quarters on record

AI Ownership Summary

Lattice Strategies LLC reported INVESCO INDIA EXCHG TRED FD (PIN) in 4 quarterly 13F filings .

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 PIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lattice Strategies LLC's position in INVESCO INDIA EXCHG TRED FD, 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
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

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

Time in book
Holding Window
4 quarters

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.

PIN stock page Lattice Strategies LLC fund profile Lattice Strategies LLC full holdings
How Lattice Strategies LLC held PIN β€” position size vs. price
% of Fund (quarterly)    PIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PIN

As of 2026 Q1 β€” sorted by position size

ARVEST INVESTMENTS, INC. 0.55% Yoffe Investment Management, LLC 0.43% WASHINGTON GROWTH STRATEGIES LLC 0.15% Sharper & Granite LLC 3Y 0.07% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 0.06% Blue Trust, Inc. 3Y 0.01% BIRCHBROOK, INC. 0.0% Farther Finance Advisors, LLC 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0%

FAQ About Lattice Strategies LLC and PIN

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

How long has Lattice Strategies LLC reported owning PIN?

Lattice Strategies LLC reported PIN across 0 quarterly 13F filings.

What was the largest reported PIN position in Lattice Strategies LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for PIN in Lattice Strategies LLC.

What is the latest reported PIN position on this page?

The most recent filing on this page is 2019 Q1, when Lattice Strategies LLC reported 45,836 shares, equal to 1.06% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PIN ownership page compare?

The chart compares Lattice Strategies LLC's quarterly PIN 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 Lattice Strategies LLC time their PIN position?

Based on 13F filing dates vs. subsequent PIN price moves, Lattice Strategies LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PIN relative to SPY over the holding period was -10.8%.

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