COWG — PACER FDS TR

Ownership history in NWAM LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC reported a position in PACER FDS TR (COWG). 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
0.03% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,828 +4,915 +83.1% 0.03% $386K $36.23
2025 Q2 INITIATED 5,913 — — 0.02% $208K $35.00
% of Fund (quarterly)    COWG price (monthly, adj. close)

Other funds also holding COWG

As of 2025 Q4 — sorted by position size

TRAPHAGEN INVESTMENT ADVISORS LLC 5.37% BNB Wealth Management, LLC 5.12% Rubicon Advisors, GP 4.73% Aspire Capital Advisors LLC 3Y 3.74% Team Financial Group, LLC 3.6% Laurel Wealth Planning LLC 3Y 3.45% Teamwork Financial Advisors, LLC 3Y 2.32% Plan Group Financial, LLC 3Y 2.08% Fortis Advisors, LLC 3Y 7Y 2.0% Stegent Equity Advisors, Inc. 3Y 1.77%
← Back to NWAM LLC Holdings