Ownership history in EverSource Wealth Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in PACER US CASH COWS 100 ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 497,102 | +7,771 | +1.6% | 1.10% | $29.9M | $59.98 |
| 2025 Q3 | ADDED | 489,331 | +85,495 | +21.2% | 1.11% | $28.1M | $56.71 |
| 2025 Q2 | REDUCED | 403,836 | -33,351 | -7.6% | 1.00% | $22.3M | $54.08 |
| 2025 Q1 | ADDED | 437,187 | +176,504 | +67.7% | 1.31% | $23.9M | $53.59 |
| 2024 Q4 | ADDED | 260,683 | +128,161 | +96.7% | 0.83% | $14.7M | $55.04 |
| 2024 Q3 | ADDED | 132,522 | +2,330 | +1.8% | 0.49% | $7.7M | $56.12 |
| 2024 Q2 | ADDED | 130,192 | +14,307 | +12.3% | 0.50% | $7.5M | $52.65 |
| 2024 Q1 | UNCHANGED | 115,885 | — | 0% | 0.55% | $6.0M | $55.84 |
| 2023 Q4 | ADDED | 115,885 | +15,656 | +15.6% | 0.55% | $6.0M | $49.75 |
| 2023 Q3 | ADDED | 100,229 | +11,134 | +12.5% | 0.53% | $5.0M | $47.03 |
As of 2025 Q4 — sorted by position size