Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Pacer (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 314,125 | -56,042 | -15.1% | 4.23% | $18.9M | $59.98 |
| 2025 Q3 | REDUCED | 370,167 | -53,060 | -12.5% | 4.92% | $21.3M | $56.71 |
| 2025 Q2 | REDUCED | 423,227 | -54,832 | -11.5% | 5.94% | $23.3M | $54.08 |
| 2025 Q1 | ADDED | 478,059 | +7,283 | +1.5% | 7.67% | $26.2M | $53.59 |
As of 2025 Q4 — sorted by position size