Ownership history in WIN ADVISORS, INC Β· 3 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR (GARP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WIN ADVISORS, INC outperformed the S&P 500 by +6.9% annually on this GARP position. Average cost basis: $60.34. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 6.9% per year on this position.
2 quarters analyzed
Best entry: $56.02 (2024 Q4) Β· Worst: $68.06 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π WIN ADVISORS, INC has been actively increasing its GARP allocation β a bullish signal from insiders.
Currently 1.4% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size