Copley Financial Group, Inc. ECOW PACER FDS TR

Ownership history in Copley Financial Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Copley Financial Group, Inc. reported PACER FDS TR (ECOW) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 6.39% in 2025 Q4. The latest visible filing shows ECOW at 6.39% 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 ECOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copley Financial Group, Inc.'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 Q4

ECOW was reported at 6.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.39% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Copley Financial Group, Inc. held ECOW — position size vs. price
% of Fund (quarterly)    ECOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 423,272 +71,456 +20.3% 6.39% $10.3M 2026-02-14 (Est.) $27.46
2025 Q3 ADDED 351,816 +21,050 +6.4% 5.88% $8.6M 2025-11-18 $24.09
2025 Q2 ADDED 330,766 +158,436 +91.9% 5.42% $7.3M 2025-08-13 $22.58
2025 Q1 UNCHANGED 172,330 0% 2.56% $3.3M 2025-06-27 $20.78
2024 Q4 ADDED 172,330 +71,581 +71.0% 2.56% $3.3M 2025-03-05 $19.36
2024 Q3 INITIATED 100,749 2.00% $2.2M 2024-12-09 $19.63

FAQ About Copley Financial Group, Inc. and ECOW

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

How long has Copley Financial Group, Inc. reported owning ECOW?

Copley Financial Group, Inc. reported ECOW across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ECOW position in Copley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for ECOW was 6.39% in 2025 Q4.

What is the latest reported ECOW position on this page?

The most recent filing on this page is 2025 Q4, when Copley Financial Group, Inc. reported 423,272 shares, equal to 6.39% of portfolio, with an estimated market value of $10.3M.

What does the chart on this ECOW ownership page compare?

The chart compares Copley Financial Group, Inc.'s quarterly ECOW 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.

How well did Copley Financial Group, Inc. time their ECOW position?

Based on 13F filing dates vs. subsequent ECOW price moves, Copley Financial Group, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ECOW relative to SPY over the holding period was +17.1%.

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