HBC Financial Services, PLLC COWZ — Pacer US Cash Cows 100 ETF

Ownership history in HBC Financial Services, PLLC  ·  4 quarters on record

AI Ownership Summary

HBC Financial Services, PLLC reported Pacer US Cash Cows 100 ETF (COWZ) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows COWZ at 0.05% 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 COWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBC Financial Services, PLLC's position in Pacer US Cash Cows 100 ETF, 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
2024 Q3

COWZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2024 Q3

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.

COWZ stock page HBC Financial Services, PLLC fund profile HBC Financial Services, PLLC full holdings
How HBC Financial Services, PLLC held COWZ — position size vs. price
% of Fund (quarterly)    COWZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 1,573 -42 -2.6% 0.05% $89K 2024-11-07 $58.02
2024 Q2 ADDED — — — 1,615 +9 +0.6% 0.06% $92K 2024-08-07 $51.94
2024 Q1 ADDED — — — 1,606 +706 +78.4% 0.06% $87K 2024-05-06 $53.00
2023 Q4 INITIATED — — — 900 — — 0.03% $46K 2024-01-29 $49.78

🏢 Other funds also holding COWZ

As of 2026 Q1 — sorted by position size

Provident Wealth Management, LLC 3Y 15.48% CMC Financial Group 3Y 7Y 10.52% Fortune Financial Group, Inc. 9.93% Clay Northam Wealth Management, LLC 3Y 9.73% Guilbault Capital LLC 9.59% Cyr Financial Inc. 9.36% GLR Partners, LLC 9.01% Longview Financial Advisors, Inc. 8.53% Copley Financial Group, Inc. 8.11% GEN Financial Management, INC. 7.79%

FAQ About HBC Financial Services, PLLC and COWZ

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

How long has HBC Financial Services, PLLC reported owning COWZ?

HBC Financial Services, PLLC reported COWZ across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported COWZ position in HBC Financial Services, PLLC's portfolio?

The largest reported portfolio weight for COWZ was 0.06% in 2024 Q1.

What is the latest reported COWZ position on this page?

The most recent filing on this page is 2024 Q3, when HBC Financial Services, PLLC reported 1,573 shares, equal to 0.05% of portfolio, with an estimated market value of $89K.

What does the chart on this COWZ ownership page compare?

The chart compares HBC Financial Services, PLLC's quarterly COWZ 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 HBC Financial Services, PLLC time their COWZ position?

Based on 13F filing dates vs. subsequent COWZ price moves, HBC Financial Services, PLLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on COWZ relative to SPY over the holding period was -6.1%.

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