SEC 13F Intelligence

Windsor Wealth Management, Inc. / COWZ

Windsor Wealth Management, Inc.’s Pacer Fds Tr Position

Does Windsor Wealth Management, Inc. own Pacer Fds Tr (COWZ)? Yes509.2K shares worth $25M (+4.61% of its 13F portfolio) as of Q3 2023, up from 439.6K shares the prior filed quarter.

Position Value
$25M
Q3 2023
Shares
509.2K
% of Portfolio
+4.61%
Quarters Held
3
currently held

Position History COWZ

Reported value by quarter
Q1 ’23: $6MQ1 ’23Q2 ’23: $21MQ2 ’23Q3 ’23: $25MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023509.2K$25M+4.61%
Q2 2023439.6K$21M+3.78%
Q1 2023126.6K$6M+1.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of COWZ.