COWZ — PACER FDS TR

Ownership history in Echo Wealth Management, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, 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
7.94% (2022 Q3)
Avg. % of fund
5.81%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 49,469 -81,316 -62.2% 1.74% $3.0M $59.98
2025 Q3 REDUCED 130,785 -10,090 -7.2% 4.39% $7.5M $56.71
2025 Q2 REDUCED 140,875 -1,172 -0.8% 4.76% $7.8M $54.08
2025 Q1 REDUCED 142,047 -9,931 -6.5% 5.26% $7.8M $53.59
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COWZ price (monthly, adj. close)

Other funds also holding COWZ

As of 2025 Q4 — sorted by position size

Provident Wealth Management, LLC 3Y 14.61% Clark Wealth Partners 10.27% Clay Northam Wealth Management, LLC 3Y 9.14% Cyr Financial Inc. 9.01% CMC Financial Group 3Y 7Y 8.95% Longview Financial Advisors, Inc. 8.78% Copley Financial Group, Inc. 7.68% Accordant Advisory Group Inc 7.42% Presidio Capital Management, LLC 3Y 7.27% O'Brien Wealth Partners LLC 3Y 7Y 6.62%
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