POWA β€” INVESCO EXCH TRD SLF IDX FD

Ownership history in PACIFIC SUN FINANCIAL CORP  Β·  23 quarters on record

AI Ownership Summary

PACIFIC SUN FINANCIAL CORP reported INVESCO EXCH TRD SLF IDX FD (POWA) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.94% in 2023 Q4. The latest visible filing shows POWA at 0.67% 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 POWA 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 EXCH TRD SLF IDX FD, 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

POWA was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2023 Q4

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.

POWA stock page PACIFIC SUN FINANCIAL CORP fund profile PACIFIC SUN FINANCIAL CORP full holdings
How PACIFIC SUN FINANCIAL CORP held POWA β€” position size vs. price
% of Fund (quarterly)    POWA 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 15,467 -240 -1.5% 0.67% $1.4M 2026-02-14 (Est.) $93.30
2025 Q3 REDUCED 15,707 -270 -1.7% 0.69% $1.4M 2025-11-13 $88.94
2025 Q2 REDUCED 15,977 -770 -4.6% 0.72% $1.4M 2025-07-30 $87.76
2025 Q1 REDUCED 16,747 -740 -4.2% 0.78% $1.4M 2025-04-17 $78.09
2024 Q4 REDUCED 17,487 -1,577 -8.3% 0.77% $1.4M 2025-02-03 $83.23
2024 Q3 REDUCED 19,064 -960 -4.8% 0.89% $1.6M 2024-10-09 $83.21
2024 Q2 REDUCED 20,024 -510 -2.5% 0.92% $1.6M 2024-07-19 $77.98
2024 Q1 REDUCED 20,534 -100 -0.5% 0.94% $1.6M 2024-05-02 $73.56
2023 Q4 REDUCED 20,634 -1,390 -6.3% 0.94% $1.5M 2024-02-08 $72.77
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding POWA

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.01% CX Institutional 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About PACIFIC SUN FINANCIAL CORP and POWA

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 POWA?

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

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

The largest reported portfolio weight for POWA was 0.94% in 2023 Q4.

What is the latest reported POWA position on this page?

The most recent filing on this page is 2025 Q4, when PACIFIC SUN FINANCIAL CORP reported 15,467 shares, equal to 0.67% of portfolio, with an estimated market value of $1.4M.

What does the chart on this POWA ownership page compare?

The chart compares PACIFIC SUN FINANCIAL CORP's quarterly POWA 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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