Ownership history in WIN ADVISORS, INC · 13 quarters on record
This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETF (SPMO). 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 Q4 | REDUCED | 24,214 | -109,296 | -81.9% | 1.23% | $2.9M | $119.32 |
| 2025 Q3 | REDUCED | 133,510 | -23,560 | -15.0% | 7.87% | $16.2M | $120.77 |
| 2025 Q2 | ADDED | 157,070 | +128,389 | +447.6% | 8.52% | $17.7M | $112.02 |
| 2025 Q1 | REDUCED | 28,681 | -76,437 | -72.7% | 1.36% | $2.7M | $91.98 |
| 2024 Q4 | REDUCED | 105,118 | -16,403 | -13.5% | 4.83% | $10.0M | $94.26 |
| 2024 Q3 | ADDED | 121,521 | +49,723 | +69.3% | 5.17% | $11.0M | $89.75 |
| 2024 Q2 | ADDED | 71,798 | +10,080 | +16.3% | 2.80% | $6.3M | $86.53 |
| 2024 Q1 | ADDED | 61,718 | +61,544 | +35370.1% | 2.18% | $5.0M | $79.31 |
| 2022 Q4 | UNCHANGED | 174 | — | 0% | 0.00% | $10K | $54.99 |
| 2022 Q3 | UNCHANGED | 174 | — | 0% | 0.00% | $9K | $48.46 |
As of 2025 Q4 — sorted by position size