COWZ — PACER FDS TR

Ownership history in Simplicity Wealth,LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.03% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,346 -4,492 -50.8% 0.01% $250K $56.71
2025 Q2 ADDED 8,838 +765 +9.5% 0.02% $487K $54.08
2025 Q1 ADDED 8,073 +3,588 +80.0% 0.03% $442K $53.59
2024 Q2 UNCHANGED 4,485 — 0% 0.01% $244K $52.65
1 older quarter 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% O'Brien Wealth Partners LLC 3Y 7Y 6.62%
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