Ownership history in WIN ADVISORS, INC · 8 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in INVESCO EXCHANGE-TRADED FD TR DYNAMIC LARGE CAP GROWTH ETF (PWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 103,315 | -17,746 | -14.7% | 6.31% | $13.0M | $125.42 |
| 2025 Q2 | ADDED | 121,061 | +73,697 | +155.6% | 6.86% | $14.2M | $117.44 |
| 2025 Q1 | ADDED | 47,364 | +42,533 | +880.4% | 2.34% | $4.5M | $96.04 |
| 2024 Q4 | REDUCED | 4,831 | -39,076 | -89.0% | 0.24% | $491K | $101.74 |
As of 2025 Q4 — sorted by position size