Independent Wealth Network Inc. COWZ — PACER FDS TR

Ownership history in Independent Wealth Network Inc.  ·  11 quarters on record

AI Ownership Summary

Independent Wealth Network Inc. reported PACER FDS TR (COWZ) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.05% in 2023 Q4. The latest visible filing shows COWZ at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Wealth Network 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 Q3

COWZ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2023 Q4

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 2025 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 Independent Wealth Network Inc. fund profile Independent Wealth Network Inc. full holdings
How Independent Wealth Network Inc. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 4,275 +36 +0.8% 0.08% $246K 2025-10-15 $56.07
2025 Q2 ADDED — — — 4,239 +141 +3.4% 0.08% $234K 2025-07-16 $54.55
2025 Q1 ADDED — — — 4,098 +107 +2.7% 0.09% $224K 2025-05-02 $51.44
2024 Q4 REDUCED 6.2% -2.6% ✅ 3,991 -264 -6.2% 0.09% $225K 2025-01-17 $56.93
2024 Q3 REDUCED 93.4% -2.5% ✅ 4,255 -60,205 -93.4% 0.11% $246K 2024-10-15 $56.35
2024 Q2 REDUCED 13.9% +6.6% ❌ 64,460 -10,410 -13.9% 1.63% $3.5M 2024-07-18 $54.60
2023 Q4 ADDED — — — 74,870 +13,101 +21.2% 2.05% $3.9M 2024-01-12 $49.54
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COWZ

As of 2026 Q1 — sorted by position size

Provident Wealth Management, LLC 3Y 15.48% Fortune Financial Group, Inc. 9.93% Cyr Financial Inc. 9.36% Longview Financial Advisors, Inc. 8.53% GEN Financial Management, INC. 7.79% Presidio Capital Management, LLC 3Y 7.5% Sylvest Advisors, LLC 7.34% Lighthouse Wealth Management Inc. 7.15% Argo Wealth Advisory, LLC 6.81% Winter & Associates, Inc. 5.7%

FAQ About Independent Wealth Network Inc. and COWZ

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

How long has Independent Wealth Network Inc. reported owning COWZ?

Independent Wealth Network Inc. reported COWZ across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported COWZ position in Independent Wealth Network Inc.'s portfolio?

The largest reported portfolio weight for COWZ was 2.05% in 2023 Q4.

What is the latest reported COWZ position on this page?

The most recent filing on this page is 2025 Q3, when Independent Wealth Network Inc. reported 4,275 shares, equal to 0.08% of portfolio, with an estimated market value of $246K.

What does the chart on this COWZ ownership page compare?

The chart compares Independent Wealth Network Inc.'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 Independent Wealth Network Inc. time their COWZ position?

Based on 13F filing dates vs. subsequent COWZ price moves, Independent Wealth Network Inc. correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on COWZ relative to SPY over the holding period was -14.6%.

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