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WIN ADVISORS, INC

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13F filer, CIK 1897144, PALM BEACH GARDENS, FL

WIN ADVISORS, INC reported $194,667,490 across 54 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 54.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002258

Period
2025-03-31
Reported value
$195M
Holdings
54
Top 10 weight
54.17%
New
35
Sold out
35

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LGLVnew+72,947$12.7M
HEFAnew+334,071$12.1M
COWGnew+378,572$11.7M
SPYMnew+159,544$10.5M
DHSnew+102,291$10.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XMMOexited-99,161-$12.2M
IWYexited-51,376-$12.1M
VONGexited-106,880-$11M
FBCGexited-233,933-$10.8M
FTCexited-75,914-$10.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002258, largest first. % of portfolio is the value over $194,667,490, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,524 shares; 2024Q4: not reported; 2025Q1: 72,947 shares 72,947$12.7M6.52%newTimeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334,071 shares 334,071$12.1M6.23%newTimeline
QGROAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,364 shares; 2024Q4: 198,578 shares; 2025Q1: 128,399 shares 128,399$12M6.18%-70,179Timeline
COWGPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 378,572 shares 378,572$11.7M5.99%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,544 shares 159,544$10.5M5.39%newTimeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,291 shares 102,291$10.1M5.21%newTimeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,195 shares; 2024Q4: not reported; 2025Q1: 141,512 shares 141,512$9.39M4.82%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,620 shares; 2025Q1: 98,882 shares 98,882$9.07M4.66%+55,262Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,987 shares 112,987$8.97M4.61%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,724 shares; 2025Q1: 94,822 shares 94,822$8.88M4.56%-1,902Timeline
AGZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,149 shares; 2024Q4: 41,271 shares; 2025Q1: 382,502 shares 382,502$8.55M4.39%+341,231Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 84,478 shares; 2025Q1: 81,913 shares 81,913$7.6M3.91%-2,565Timeline
IDLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,597 shares 183,597$5.57M2.86%newTimeline
PWBINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,907 shares; 2024Q4: 4,831 shares; 2025Q1: 47,364 shares 47,364$4.55M2.34%+42,533Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,257 shares 147,257$4.12M2.12%newTimeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,143 shares 48,143$3.84M1.98%newTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 215,816 shares; 2025Q1: 151,359 shares 151,359$3.79M1.95%-64,457Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,332 shares 23,332$3.03M1.55%newTimeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,974 shares 48,974$2.96M1.52%newTimeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,395 shares; 2025Q1: 17,322 shares 17,322$2.96M1.52%+14,927Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: not reported; 2025Q1: 14,923 shares 14,923$2.95M1.51%newTimeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,118 shares 22,118$2.93M1.5%newTimeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,521 shares; 2024Q4: 105,118 shares; 2025Q1: 28,681 shares 28,681$2.65M1.36%-76,437Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,263 shares 33,263$2.63M1.35%newTimeline
OUSAALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,601 shares; 2024Q4: not reported; 2025Q1: 47,804 shares 47,804$2.54M1.31%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,920 shares; 2025Q1: 6,775 shares 6,775$2.45M1.26%-145Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,063 shares 44,063$1.91M0.98%newTimeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,864 shares 31,864$1.84M0.95%newTimeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: not reported; 2025Q1: 31,400 shares 31,400$1.77M0.91%newTimeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,925 shares; 2024Q4: 18,712 shares; 2025Q1: 56,846 shares 56,846$1.38M0.71%+38,134Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,031 shares; 2024Q4: 27,207 shares; 2025Q1: 27,610 shares 27,610$1.17M0.6%+403Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares 3,241$1.01M0.52%newTimeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,107 shares 11,107$998K0.51%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares 4,004$982K0.5%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,353 shares; 2024Q4: not reported; 2025Q1: 19,881 shares 19,881$960K0.49%newTimeline
XMLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,171 shares; 2024Q4: 14,531 shares; 2025Q1: 15,116 shares 15,116$933K0.48%+585Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,617 shares 15,617$929K0.48%newTimeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,349 shares 9,349$917K0.47%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,061 shares 4,061$902K0.46%newTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,984 shares 17,984$897K0.46%newTimeline
NEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,318 shares; 2024Q4: not reported; 2025Q1: 17,584 shares 17,584$895K0.46%newTimeline
TPHDTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,419 shares; 2024Q4: 22,965 shares; 2025Q1: 23,670 shares 23,670$890K0.46%+705Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,438 shares 20,438$888K0.46%newTimeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,093 shares 9,093$873K0.45%newTimeline
GALSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,902 shares; 2025Q1: 19,106 shares 19,106$856K0.44%-796Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,430 shares 5,430$854K0.44%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,905 shares; 2025Q1: 5,089 shares 5,089$852K0.44%+184Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,701 shares 11,701$799K0.41%newTimeline
JSMLJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 9,926 shares; 2025Q1: 10,683 shares 10,683$650K0.33%+757Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares 9,739$423K0.22%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,566 shares 5,566$416K0.21%newTimeline
LRGELEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,286 shares; 2025Q1: 5,301 shares 5,301$370K0.19%+15Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,032 shares; 2025Q1: 4,721 shares 4,721$370K0.19%-43,311Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares 9,094$361K0.19%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XMMOINVESCO EXCHANGE TRADED FD T99,161$12.2Mshares
IWYISHARES TR51,376$12.1Mshares
VONGVANGUARD SCOTTSDALE FDS106,880$11Mshares
FBCGFIDELITY COVINGTON TRUST233,933$10.8Mshares
FTCFIRST TR EXCHANGE-TRADED ALP75,914$10.5Mshares
CWBSPDR SERIES TRUST119,536$9.31Mshares
FLQLFRANKLIN TEMPLETON ETF TR154,154$9.04Mshares
XLGINVESCO EXCHANGE TRADED FD T177,087$8.85Mshares
IUSGISHARES TR32,130$4.48Mshares
MGKVANGUARD WORLD FD12,307$4.23Mshares
PDPINVESCO EXCHANGE TRADED FD T36,050$3.88Mshares
TBLLINVESCO EXCH TRADED FD TR II28,801$3.04Mshares
USFRWISDOMTREE TR60,032$3.02Mshares
SGOVISHARES TR30,080$3.02Mshares
FDGAMERICAN CENTY ETF TR29,033$3.02Mshares
JHMLJOHN HANCOCK EXCHANGE TRADED40,644$2.83Mshares
BKLCBNY MELLON ETF TRUST24,126$2.7Mshares
ILCGISHARES TR26,618$2.38Mshares
FDNFIRST TR EXCHANGE-TRADED FD8,396$2.04Mshares
SPYGSPDR SERIES TRUST21,752$1.91Mshares
LULULULULEMON ATHLETICA INC2,955$1.13Mshares
ERIEERIE INDTY CO2,683$1.11Mshares
GMGENERAL MTRS CO20,612$1.1Mshares
DECKDECKERS OUTDOOR CORP5,397$1.1Mshares
RCLROYAL CARIBBEAN GROUP4,696$1.08Mshares
MSCIMSCI INC1,761$1.06Mshares
ULTAULTA BEAUTY INC2,386$1.04Mshares
BIIBBIOGEN INC6,686$1.02Mshares
TXNTEXAS INSTRS INC5,365$1.01Mshares
MEARISHARES U S ETF TR18,458$922Kshares
INKMSSGA ACTIVE ETF TR29,245$915Kshares
TFLOISHARES TR17,909$904Kshares
SJNKSPDR SERIES TRUST35,024$884Kshares
GARPISHARES TR7,649$430Kshares
USSGDBX ETF TR7,747$418Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002258 base2025-04-23acceptance time not in the bulk data set