COWZ PACER FDS TR

Ownership history in Bridge Advisory, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in PACER FDS TR (COWZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.53% (2024 Q1)
Avg. % of fund
1.39%
First filed
2022 Q2
Last filed
2024 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 90,349 +2,170 +2.5% 2.49% $5.2M $56.12
2024 Q2 ADDED 88,179 +476 +0.5% 2.37% $4.8M $52.65
2024 Q1 ADDED 87,703 +31,134 +55.0% 2.53% $5.1M $55.84
2023 Q4 ADDED 56,569 +6,456 +12.9% 1.47% $2.9M $49.75
2023 Q3 REDUCED 50,113 -952 -1.9% 0.87% $2.5M $47.03
2023 Q2 ADDED 51,065 +1,330 +2.7% 0.90% $2.4M $45.27
2023 Q1 ADDED 49,735 +12,045 +32.0% 0.90% $2.3M $44.22
2022 Q4 REDUCED 37,690 -669 -1.7% 0.73% $1.7M $43.36
2022 Q3 REDUCED 38,359 -1,497 -3.8% 0.77% $1.6M $38.19
2022 Q2 INITIATED 39,856 0.83% $1.7M $39.89
% of Fund (quarterly)    COWZ price (monthly, adj. close)
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