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Pacific Wealth Strategies Group, Inc. → HUBS

Pacific Wealth Strategies Group, Inc. HUBS Position History

HubSpot, Inc. • Technology

Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$2M
Q1 2026$2.6M
Q2 2026$3.5M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M184.2K——
Q2 2026$3.5M172.5K——
Q1 2026$2.6M126.7K——
Q4 2025$2M98.2K——
Q3 2025$1M49.1K——

Other funds holding HUBS

Other Pacific Wealth Strategies Group, Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$39M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.3M
SPY

SPDR S&P 500 ETF TR

$25.5M
KOLD

PROSHARES TR

$23.4M
SPY

SPDR S&P 500 ETF TR

$23.3M
KOLD

PROSHARES TR

$23.2M
KOLD

PROSHARES TR

$20.8M
KOLD

PROSHARES TR

$19.8M