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 Q2	$1.35M	Sell	15,250 -167	-1%	-$14.7K	0.56%	47
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DWA

Delos Wealth Advisors Dallas, Texas $195M AUM 23.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Sun Financial's POWA Position: Q2 2026 in Review

Pacific Sun Financial reduced its Invesco Bloomberg Pricing Power ETF (POWA) stake by 1.1% in Q2 2026, selling an estimated $14.7K and leaving 15,250 shares worth $1.35M. The position accounts for 0.56% of the portfolio, ranked #47.

Pacific Sun Financial first reported a position in POWA in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2021. 73 funds tracked by Wall St. Rank hold POWA as of Q2 2026.

Pacific Sun Financial held 15,250 shares of Invesco Bloomberg Pricing Power ETF worth $1.35M as of Q2 2026.
Pacific Sun Financial sold 167 Invesco Bloomberg Pricing Power ETF shares in Q2 2026, an estimated $14.7K.
Invesco Bloomberg Pricing Power ETF made up 0.56% of Pacific Sun Financial's portfolio in Q2 2026, its #47 holding.
Pacific Sun Financial first reported a position in Invesco Bloomberg Pricing Power ETF in Q2 2018 and has held it in 26 quarters since.
Pacific Sun Financial's Invesco Bloomberg Pricing Power ETF position peaked at $1.77M in Q4 2021.
73 funds tracked by Wall St. Rank held Invesco Bloomberg Pricing Power ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.