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Pacific Sun Financial’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History

Pacific Sun Financial’s Portfolio POWA Stock Details POWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.33M Sell
15,417
-50
-0.3% -$4.55K 0.64% 41
2025
Q4 		$1.39M Sell
15,467
-240
-2% -$21.7K 0.67% 42
2025
Q3 		$1.42M Sell
15,707
-270
-2% -$24K 0.69% 38
2025
Q2 		$1.38M Sell
15,977
-770
-5% -$63.8K 0.72% 38
2025
Q1 		$1.38M Sell
16,747
-740
-4% -$61.4K 0.78% 36
2024
Q4 		$1.42M Sell
17,487
-1,577
-8% -$134K 0.77% 35
2024
Q3 		$1.62M Sell
19,064
-960
-5% -$77.6K 0.89% 31
2024
Q2 		$1.56M Sell
20,024
-510
-2% -$39.2K 0.92% 30
2024
Q1 		$1.61M Sell
20,534
-100
-0.5% -$7.48K 0.94% 27
2023
Q4 		$1.49M Sell
20,634
-1,050
-5% -$71.3K 0.94% 29
2023
Q3 		$1.42M Sell
21,684
-340
-2% -$23.2K 0.98% 27
2023
Q2 		$1.48M Buy
+22,024
New +$1.48M 0.99% 26
2022
Q4 		$1.47M Sell
22,034
-624
-3% -$41.2K 1.03% 27
2022
Q3 		$1.36M Sell
22,658
-750
-3% -$49.4K 0.96% 28
2022
Q2 		$1.49M Sell
23,408
-784
-3% -$52.5K 0.98% 27
2022
Q1 		$1.7M Buy
24,192
+40
+0.2% +$2.76K 0.93% 29
2021
Q4 		$1.77M Sell
24,152
-914
-4% -$63.8K 0.94% 30
2021
Q3 		$1.66M Buy
+25,066
New +$1.71M 0.95% 30
2020
Q3 		$1.7M Sell
30,564
-1,284
-4% -$70.3K 1.42% 16
2020
Q2 		$1.64M Buy
31,848
+1,400
+5% +$69.2K 1.48% 12
2020
Q1 		$1.36M Buy
30,448
+975
+3% +$51.9K 1.56% 13
2019
Q4 		$1.64M Buy
29,473
+120
+0.4% +$6.57K 1.45% 14
2019
Q3 		$1.59M Buy
29,353
+930
+3% +$49.7K 1.5% 15
2019
Q2 		$1.5M Buy
+28,423
New +$1.45M 1.44% 15
2018
Q2 		$1.37M Buy
+28,103
New +$1.3M 1.41% 18

Other funds holding POWA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
DWA
Delos Wealth Advisors Dallas, Texas $175M AUM 19.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Pacific Sun Financial's POWA Position: Q1 2026 in Review

Pacific Sun Financial reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 0.32% in Q1 2026, selling an estimated $4.55K and leaving 15,417 shares worth $1.33M. The position accounts for 0.64% of the portfolio, ranked #41.

Pacific Sun Financial first reported a position in POWA in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.77M in Q4 2021. 77 funds tracked by Wall St. Rank hold POWA as of Q1 2026.

  • Pacific Sun Financial held 15,417 shares of Invesco Bloomberg Pricing Power ETF worth $1.33M as of Q1 2026.
  • Pacific Sun Financial sold 50 Invesco Bloomberg Pricing Power ETF shares in Q1 2026, an estimated $4.55K.
  • Invesco Bloomberg Pricing Power ETF made up 0.64% of Pacific Sun Financial's portfolio in Q1 2026, its #41 holding.
  • Pacific Sun Financial first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2018 and has held it in 25 quarters since.
  • Pacific Sun Financial's Invesco Bloomberg Pricing Power ETF position peaked at $1.77M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.