ICOW β€” PACER FDS TR

Ownership history in BCGM Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

BCGM Wealth Management, LLC reported PACER FDS TR (ICOW) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.45% in 2023 Q4. The latest visible filing shows ICOW at 0.06% 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.

What this ICOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BCGM Wealth Management, LLC's position in PACER FDS 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 Q3

ICOW was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% 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 Q3

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 BCGM Wealth Management, LLC held ICOW β€” position size vs. price
% of Fund (quarterly)    ICOW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,233 +197 +3.3% 0.06% $227K 2025-11-12 $38.26
2025 Q2 REDUCED 6,036 -202,149 -97.1% 0.06% $205K 2025-08-05 $33.69
2024 Q3 ADDED 208,185 +106,573 +104.9% 2.14% $6.6M 2024-11-06 $29.22
2024 Q2 REDUCED 101,612 -37,847 -27.1% 1.07% $3.1M 2024-07-30 $29.37
2024 Q1 REDUCED 139,459 -53,434 -27.7% 1.60% $4.5M 2024-05-07 $29.84
2023 Q4 INITIATED 192,893 β€” β€” 2.45% $6.0M 2024-02-08 $28.33

FAQ About BCGM Wealth Management, LLC and ICOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has BCGM Wealth Management, LLC reported owning ICOW?

BCGM Wealth Management, LLC reported ICOW across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ICOW position in BCGM Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ICOW was 2.45% in 2023 Q4.

What is the latest reported ICOW position on this page?

The most recent filing on this page is 2025 Q3, when BCGM Wealth Management, LLC reported 6,233 shares, equal to 0.06% of portfolio, with an estimated market value of $227K.

What does the chart on this ICOW ownership page compare?

The chart compares BCGM Wealth Management, LLC's quarterly ICOW 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.

← Back to BCGM Wealth Management, LLC Holdings