Ownership history in WealthPLAN Partners, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 112,037 | -76,533 | -40.6% | 1.01% | $6.7M | $59.98 |
| 2025 Q3 | REDUCED | 188,570 | -41,835 | -18.2% | 1.62% | $10.8M | $56.71 |
| 2025 Q2 | REDUCED | 230,405 | -85,068 | -27.0% | 2.04% | $12.7M | $54.08 |
| 2025 Q1 | ADDED | 315,473 | +5,366 | +1.7% | 2.44% | $17.3M | $53.59 |
| 2024 Q4 | REDUCED | 310,107 | -13,360 | -4.1% | 2.48% | $17.5M | $55.04 |
| 2024 Q3 | ADDED | 323,467 | +807 | +0.3% | 2.51% | $18.7M | $56.12 |
| 2024 Q2 | ADDED | 322,660 | +2,218 | +0.7% | 1.89% | $17.6M | $52.65 |
| 2024 Q1 | REDUCED | 320,442 | -105,929 | -24.8% | 1.93% | $18.6M | $55.84 |
| 2023 Q4 | ADDED | 426,371 | +9,460 | +2.3% | 2.28% | $22.2M | $49.75 |
| 2023 Q3 | ADDED | 416,911 | +54,098 | +14.9% | 2.39% | $20.6M | $47.03 |
As of 2025 Q4 — sorted by position size