ECOW — PACER FDS TR

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in PACER FDS TR (ECOW). 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
0.87% (2025 Q4)
Avg. % of fund
0.28%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 114,654 +88,723 +342.2% 0.87% $2.8M $24.40
2025 Q3 ADDED 25,931 +12,693 +95.9% 0.21% $634K $23.61
2025 Q2 REDUCED 13,238 -2,903 -18.0% 0.11% $292K $21.09
2025 Q1 ADDED 16,141 +3,603 +28.7% 0.16% $330K $19.38
2024 Q3 ADDED 12,538 +481 +4.0% 0.15% $274K $20.18
2024 Q2 INITIATED 12,057 — — 0.15% $245K —
% of Fund (quarterly)    ECOW price (monthly, adj. close)

Other funds also holding ECOW

As of 2025 Q4 — sorted by position size

Copley Financial Group, Inc. 6.39% American Alpha Advisors, LLC 2.78% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 2.61% Smart Portfolios, LLC 3Y 7Y 0.94% Heck Capital Advisors, LLC 0.52% Sankala Group LLC 0.4% Fortis Advisors, LLC 3Y 7Y 0.18% Insight Advisors, LLC/ PA 3Y 0.16% Ameritas Advisory Services, LLC 3Y 0.15% BlueChip Wealth Advisors LLC 0.12%
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