SCHMIDT P J INVESTMENT MANAGEMENT INC COWG — PACER FDS TR

Ownership history in SCHMIDT P J INVESTMENT MANAGEMENT INC  ·  9 quarters on record

AI Ownership Summary

SCHMIDT P J INVESTMENT MANAGEMENT INC reported PACER FDS TR (COWG) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows COWG at 0.04% 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 COWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHMIDT P J INVESTMENT MANAGEMENT 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
2026 Q3

COWG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 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.

COWG stock page SCHMIDT P J INVESTMENT MANAGEMENT INC fund profile SCHMIDT P J INVESTMENT MANAGEMENT INC full holdings
How SCHMIDT P J INVESTMENT MANAGEMENT INC held COWG — position size vs. price
% of Fund (quarterly)    COWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 6,368 -17,227 -73.0% 0.04% $254K 2026-11-02 $38.79
2026 Q2 REDUCED 10.3% -1.0% ✅ 23,595 -2,705 -10.3% 0.15% $947K 2026-07-29 $36.72
2026 Q1 ADDED — — — 26,300 +5,804 +28.3% 0.15% $887K 2026-04-29 $35.62
2025 Q4 ADDED — — — 20,496 +688 +3.5% 0.12% $722K 2026-01-28 $36.41
2025 Q3 REDUCED 9.1% -1.4% ✅ 19,808 -1,978 -9.1% 0.12% $719K 2025-10-27 $36.44
2025 Q2 ADDED — — — 21,786 +4,026 +22.7% 0.13% $765K 2025-08-01 $34.17
2025 Q1 ADDED — — — 17,760 +379 +2.2% 0.10% $547K 2025-05-21 $33.76
2024 Q4 ADDED — — — 17,381 +2,132 +14.0% 0.10% $557K 2025-01-27 $32.74
2024 Q3 INITIATED — — — 15,249 — — 0.08% $438K 2024-10-23 $29.22

🏢 Other funds also holding COWG

As of 2026 Q3 — sorted by position size

Sylvest Advisors, LLC 4.95% Guilbault Capital LLC 4.72% Tandem Investment Partners LLC 4.0% Aspire Capital Advisors LLC 3Y 3.97% GER Loftin Wealth Advisors LLC 3.65% Team Financial Group, LLC 3.62% ATLANTIC FAMILY WEALTH, LLC 3.61% BNB Wealth Management, LLC 3.04% Laurel Wealth Planning LLC 3Y 2.82% Plan Group Financial, LLC 3Y 2.52%

FAQ About SCHMIDT P J INVESTMENT MANAGEMENT INC and COWG

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

How long has SCHMIDT P J INVESTMENT MANAGEMENT INC reported owning COWG?

SCHMIDT P J INVESTMENT MANAGEMENT INC reported COWG across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported COWG position in SCHMIDT P J INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for COWG was 0.15% in 2026 Q1.

What is the latest reported COWG position on this page?

The most recent filing on this page is 2026 Q3, when SCHMIDT P J INVESTMENT MANAGEMENT INC reported 6,368 shares, equal to 0.04% of portfolio, with an estimated market value of $254K.

What does the chart on this COWG ownership page compare?

The chart compares SCHMIDT P J INVESTMENT MANAGEMENT INC's quarterly COWG 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 SCHMIDT P J INVESTMENT MANAGEMENT INC time their COWG position?

Based on 13F filing dates vs. subsequent COWG price moves, SCHMIDT P J INVESTMENT MANAGEMENT INC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on COWG relative to SPY over the holding period was +189.9%.

← Back to SCHMIDT P J INVESTMENT MANAGEMENT INC Holdings