Ownership history in Endowment Wealth Management, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Endowment Wealth Management, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Endowment Wealth Management, Inc. underperformed the S&P 500 by β9.2% annually on this COWZ position. Timing score: 82% (9/11 decisions correct). Average cost basis: $53.97. Maximum drawdown during holding period: β5.7%.
β Significantly underperformed the S&P 500 by 9.2% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $44.22 (2023 Q1) Β· Worst: $59.98 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Endowment Wealth Management, Inc. has been actively increasing its COWZ allocation β a bullish signal from insiders.
Currently 3.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size