COWZ β€” PACER FDS TR

Ownership history in Ted Buchan & Co  Β·  7 quarters on record

AI Ownership Summary

Ted Buchan & Co reported PACER FDS TR (COWZ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.93% in 2024 Q3. The latest visible filing shows COWZ at 3.20% 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 COWZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co'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
2025 Q4

COWZ was reported at 3.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.93% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

How Ted Buchan & Co held COWZ β€” position size vs. price
% of Fund (quarterly)    COWZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 144,845 +6,015 +4.3% 3.20% $8.7M 2026-02-14 (Est.) $63.96
2025 Q3 REDUCED 138,830 -36,332 -20.7% 3.13% $8.0M 2025-11-12 $58.21
2025 Q2 ADDED 175,162 +3,621 +2.1% 3.84% $9.7M 2025-08-13 $55.86
2025 Q1 REDUCED 171,541 -9,159 -5.1% 4.44% $9.4M 2025-05-13 $53.43
2024 Q4 ADDED 180,700 +969 +0.5% 4.82% $10.2M 2025-02-13 $56.58
2024 Q3 ADDED 179,731 +65,689 +57.6% 4.93% $10.4M 2024-11-01 $55.52
2024 Q2 INITIATED 114,042 β€” β€” 4.47% $5.4M 2024-09-06 $53.40

FAQ About Ted Buchan & Co and COWZ

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

How long has Ted Buchan & Co reported owning COWZ?

Ted Buchan & Co reported COWZ across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported COWZ position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for COWZ was 4.93% in 2024 Q3.

What is the latest reported COWZ position on this page?

The most recent filing on this page is 2025 Q4, when Ted Buchan & Co reported 144,845 shares, equal to 3.20% of portfolio, with an estimated market value of $8.7M.

What does the chart on this COWZ ownership page compare?

The chart compares Ted Buchan & Co's quarterly COWZ 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.

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