SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / COWZ

Householder Group Estate & Retirement Specialist, LLC’s Pacer Fds Tr Position

Does Householder Group Estate & Retirement Specialist, LLC own Pacer Fds Tr (COWZ)? Yes — 46.9K shares worth $3M (+1.98% of its 13F portfolio) as of Q4 2024, up from 43.3K shares the prior filed quarter.

Position Value
$3M
Q4 2024
Shares
46.9K
% of Portfolio
+1.98%
Quarters Held
10
currently held

Position History COWZ

Reported value by quarter
Q1 ’22: $589,000Q1 ’22Q2 ’22: $600,000Q3 ’22: $583,000Q3 ’22Q1 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202446.9K$3M+1.98%
Q3 202443.3K$3M+0.73%
Q2 202442.2K$2M+0.65%
Q1 202438.6K$2M+0.67%
Q4 202333.0K$2M+0.56%
Q3 202327.6K$1M+0.49%
Q1 202330.1K$1M+0.54%
Q3 202214.2K$583,000+0.24%
Q2 202213.9K$600,000+0.27%
Q1 202211.8K$589,000+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of COWZ.