MISSION WEALTH MANAGEMENT, LP PCY — POWERSHARES ETF TR II

Ownership history in MISSION WEALTH MANAGEMENT, LP  ·  34 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported POWERSHARES ETF TR II (PCY) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows PCY at 0.01% of the fund.

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 PCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MISSION WEALTH MANAGEMENT, LP's position in POWERSHARES ETF TR II, 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
2026 Q3

PCY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

PCY stock page MISSION WEALTH MANAGEMENT, LP fund profile MISSION WEALTH MANAGEMENT, LP full holdings
How MISSION WEALTH MANAGEMENT, LP held PCY — position size vs. price
% of Fund (quarterly)    PCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 37,359 -2,490 -6.2% 0.01% $743K 2026-10-15 $20.21
2026 Q2 ADDED — — — 39,849 +1,500 +3.9% 0.01% $863K 2026-07-20 $20.87
2026 Q1 REDUCED — — — 38,349 -1,108 -2.8% 0.02% $801K 2026-05-15 $20.58
2025 Q4 REDUCED — — — 39,457 -676 -1.7% 0.02% $855K 2026-02-05 $20.68
2025 Q3 REDUCED — — — 40,133 -791 -1.9% 0.02% $865K 2025-11-04 $20.51
2025 Q2 REDUCED 12.0% +7.0% ❌ 40,924 -5,560 -12.0% 0.02% $836K 2025-08-05 $19.26
2025 Q1 REDUCED — — — 46,484 -1,332 -2.8% 0.02% $938K 2025-04-17 $17.71
2024 Q4 REDUCED — — — 47,816 -708 -1.5% 0.02% $948K 2025-02-06 $18.33
2024 Q3 REDUCED 17.5% -5.7% ✅ 48,524 -10,308 -17.5% 0.03% $1.0M 2024-10-31 $18.11
2024 Q2 REDUCED 7.5% +9.2% ❌ 58,832 -4,760 -7.5% 0.03% $1.2M 2024-08-05 $17.71
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PCY

As of 2026 Q3 — sorted by position size

Fortress Financial Solutions, LLC 1.1% City Center Advisors, LLC 0.85% RiverTree Advisors, LLC 3Y 0.76% Robinswood Financial LLC 0.24% Net Worth Advisory Group 0.15% B.A. Schrock Wealth Management, Inc. 0.1% SigFig Wealth Management, LLC 3Y 7Y 0.1% Sound Income Strategies, LLC 3Y 7Y 0.09% Stewardship Advisors, LLC 3Y 0.09% Community Bank & Trust, Waco, Texas 3Y 7Y 0.05%

FAQ About MISSION WEALTH MANAGEMENT, LP and PCY

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

How long has MISSION WEALTH MANAGEMENT, LP reported owning PCY?

MISSION WEALTH MANAGEMENT, LP reported PCY across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported PCY position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for PCY was 0.03% in 2024 Q2.

What is the latest reported PCY position on this page?

The most recent filing on this page is 2026 Q3, when MISSION WEALTH MANAGEMENT, LP reported 37,359 shares, equal to 0.01% of portfolio, with an estimated market value of $743K.

What does the chart on this PCY ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP's quarterly PCY 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 MISSION WEALTH MANAGEMENT, LP time their PCY position?

Based on 13F filing dates vs. subsequent PCY price moves, MISSION WEALTH MANAGEMENT, LP correctly timed 15 out of 33 reported position changes (45%). The annualised alpha on PCY relative to SPY over the holding period was -11.0%.

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