IGPT β€” INVESCO EXCHANGE TRADED FD T

Ownership history in PACIFIC SUN FINANCIAL CORP  Β·  21 quarters on record

AI Ownership Summary

PACIFIC SUN FINANCIAL CORP reported INVESCO EXCHANGE TRADED FD T (IGPT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2024 Q2. The latest visible filing shows IGPT at 0.27% 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 IGPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PACIFIC SUN FINANCIAL CORP's position in INVESCO EXCHANGE TRADED FD T, 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
2025 Q4

IGPT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% 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
2023 Q4 to 2025 Q4

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.

How PACIFIC SUN FINANCIAL CORP held IGPT β€” position size vs. price
% of Fund (quarterly)    IGPT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,530 -780 -7.6% 0.27% $567K 2026-02-14 (Est.) $62.85
2025 Q3 UNCHANGED 10,310 β€” 0% 0.27% $557K 2025-11-13 $58.08
2025 Q2 REDUCED 10,310 -500 -4.6% 0.26% $507K 2025-07-30 $50.99
2025 Q1 REDUCED 10,810 -860 -7.4% 0.25% $438K 2025-04-17 $37.56
2024 Q4 REDUCED 11,670 -220 -1.9% 0.29% $528K 2025-02-03 $46.80
2024 Q3 REDUCED 11,890 -405 -3.3% 0.30% $541K 2024-10-09 $45.94
2024 Q2 REDUCED 12,295 -60 -0.5% 0.35% $584K 2024-07-19 $46.02
2024 Q1 REDUCED 12,355 -240 -1.9% 0.33% $559K 2024-05-02 $42.30
2023 Q4 ADDED 12,595 +8,305 +193.6% 0.31% $486K 2024-02-08 $42.45
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About PACIFIC SUN FINANCIAL CORP and IGPT

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

How long has PACIFIC SUN FINANCIAL CORP reported owning IGPT?

PACIFIC SUN FINANCIAL CORP reported IGPT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGPT position in PACIFIC SUN FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IGPT was 0.35% in 2024 Q2.

What is the latest reported IGPT position on this page?

The most recent filing on this page is 2025 Q4, when PACIFIC SUN FINANCIAL CORP reported 9,530 shares, equal to 0.27% of portfolio, with an estimated market value of $567K.

What does the chart on this IGPT ownership page compare?

The chart compares PACIFIC SUN FINANCIAL CORP's quarterly IGPT 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.

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