COWZ — PACER FDS TR

Ownership history in O'Brien Wealth Partners LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which O'Brien Wealth Partners LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
10.73% (2023 Q3)
Avg. % of fund
8.95%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 831,660 -1,502 -0.2% 6.62% $50.0M $59.98
2025 Q3 ADDED 833,162 +5,497 +0.7% 6.49% $47.9M $56.71
2025 Q2 ADDED 827,665 +5,624 +0.7% 7.16% $45.6M $54.08
2025 Q1 ADDED 822,041 +4,022 +0.5% 8.38% $45.0M $53.59
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COWZ price (monthly, adj. close)

Other funds also holding COWZ

As of 2025 Q4 — sorted by position size

Provident Wealth Management, LLC 3Y 14.61% Clark Wealth Partners 10.27% Clay Northam Wealth Management, LLC 3Y 9.14% Cyr Financial Inc. 9.01% CMC Financial Group 3Y 7Y 8.95% Longview Financial Advisors, Inc. 8.78% Copley Financial Group, Inc. 7.68% Accordant Advisory Group Inc 7.42% Presidio Capital Management, LLC 3Y 7.27% Altus Wealth Group LLC 3Y 5.92%
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