PACIFIC SUN FINANCIAL CORP PKW — POWERSHARES ETF TRUST

Ownership history in PACIFIC SUN FINANCIAL CORP  ·  25 quarters on record

AI Ownership Summary

PACIFIC SUN FINANCIAL CORP reported POWERSHARES ETF TRUST (PKW) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2026 Q1. The latest visible filing shows PKW at 1.00% 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 PKW 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 POWERSHARES ETF TRUST, 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 Q1

PKW was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2026 Q1

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 2026 Q1

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.

PKW stock page PACIFIC SUN FINANCIAL CORP fund profile PACIFIC SUN FINANCIAL CORP full holdings
How PACIFIC SUN FINANCIAL CORP held PKW — position size vs. price
% of Fund (quarterly)    PKW 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 Q1 ADDED — — — 15,801 +380 +2.5% 1.00% $2.1M 2026-05-08 $136.92
2025 Q4 ADDED — — — 15,421 +155 +1.0% 1.00% $2.1M 2026-02-05 $136.65
2025 Q3 REDUCED — — — 15,266 -220 -1.4% 0.98% $2.0M 2025-11-13 $129.25
2025 Q2 ADDED — — — 15,486 +191 +1.2% 1.00% $1.9M 2025-07-30 $124.61
2025 Q1 ADDED — — — 15,295 +315 +2.1% 0.98% $1.7M 2025-04-17 $104.05
2024 Q4 UNCHANGED — — — 14,980 — 0% 0.94% $1.7M 2025-02-03 $117.69
2024 Q3 REDUCED — — — 14,980 -40 -0.3% 0.95% $1.7M 2024-10-09 $113.67
2024 Q2 REDUCED — — — 15,020 -380 -2.5% 0.92% $1.6M 2024-07-19 $104.66
2024 Q1 UNCHANGED — — — 15,400 — 0% 0.97% $1.7M 2024-05-02 $100.82
2023 Q4 REDUCED — — — 15,400 -5 -0.0% 0.96% $1.5M 2024-02-08 $98.22
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PKW

As of 2026 Q1 — sorted by position size

Titiun Yejiel 4.03% Triton Wealth Management, PLLC 3Y 3.54% Smart Portfolios, LLC 3Y 7Y 3.05% Curtis Advisory Group, LLC 3Y 2.34% Stegent Equity Advisors, Inc. 3Y 1.82% Pacific Wealth Strategies Group, Inc. 3Y 7Y 1.68% Legacy Capital Wealth Partners, LLC 3Y 1.43% truNorth Financial Services, Inc. 1.31% Total Clarity Wealth Management, Inc. 3Y 0.91% Hudock, Inc. 3Y 7Y 0.81%

FAQ About PACIFIC SUN FINANCIAL CORP and PKW

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 PKW?

PACIFIC SUN FINANCIAL CORP reported PKW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for PKW was 1.00% in 2026 Q1.

What is the latest reported PKW position on this page?

The most recent filing on this page is 2026 Q1, when PACIFIC SUN FINANCIAL CORP reported 15,801 shares, equal to 1.00% of portfolio, with an estimated market value of $2.1M.

What does the chart on this PKW ownership page compare?

The chart compares PACIFIC SUN FINANCIAL CORP's quarterly PKW 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 PACIFIC SUN FINANCIAL CORP time their PKW position?

Based on 13F filing dates vs. subsequent PKW price moves, PACIFIC SUN FINANCIAL CORP correctly timed 10 out of 22 reported position changes (45%). The annualised alpha on PKW relative to SPY over the holding period was -4.4%.

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