PSCH β€” INVESCO EXCHNG TRADED FD TR

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

AI Ownership Summary

PACIFIC SUN FINANCIAL CORP reported INVESCO EXCHNG TRADED FD TR (PSCH) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.65% in 2023 Q4. The latest visible filing shows PSCH at 0.61% 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 PSCH 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 EXCHNG TRADED FD TR, 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

PSCH was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% 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.

How PACIFIC SUN FINANCIAL CORP held PSCH β€” position size vs. price
% of Fund (quarterly)    PSCH 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 28,704 -10,143 -26.1% 0.61% $1.3M 2026-02-14 (Est.) $42.46
2025 Q3 REDUCED 38,847 -6,995 -15.3% 0.78% $1.6M 2025-11-13 $42.30
2025 Q2 REDUCED 45,842 -2,844 -5.8% 0.96% $1.8M 2025-07-30 $38.74
2025 Q1 REDUCED 48,686 -2,510 -4.9% 1.20% $2.1M 2025-04-17 $39.27
2024 Q4 REDUCED 51,196 -2,359 -4.4% 1.24% $2.3M 2025-02-03 $47.01
2024 Q3 REDUCED 53,555 -1,355 -2.5% 1.36% $2.5M 2024-10-09 $44.29
2024 Q2 REDUCED 54,910 -3,673 -6.3% 1.38% $2.3M 2024-07-19 $44.93
2024 Q1 REDUCED 58,583 -2,395 -3.9% 1.49% $2.6M 2024-05-02 $41.94
2023 Q4 ADDED 60,978 +37,611 +161.0% 1.65% $2.6M 2024-02-08 $41.53
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PSCH

As of 2026 Q1 β€” sorted by position size

Somerset Trust Co 3Y 7Y 0.1% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About PACIFIC SUN FINANCIAL CORP and PSCH

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 PSCH?

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

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

The largest reported portfolio weight for PSCH was 1.65% in 2023 Q4.

What is the latest reported PSCH position on this page?

The most recent filing on this page is 2025 Q4, when PACIFIC SUN FINANCIAL CORP reported 28,704 shares, equal to 0.61% of portfolio, with an estimated market value of $1.3M.

What does the chart on this PSCH ownership page compare?

The chart compares PACIFIC SUN FINANCIAL CORP's quarterly PSCH 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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