SEC 13F Intelligence

Endowment Wealth Management, Inc. / COWZ

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

Does Endowment Wealth Management, Inc. own Pacer Fds Tr (COWZ)? Yes136.2K shares worth $9M (+3.77% of its 13F portfolio) as of Q1 2026, up from 128.9K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
136.2K
% of Portfolio
+3.77%
Quarters Held
13
currently held

Position History COWZ

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $8MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.2K$9M+3.77%
Q4 2025128.9K$8M+3.56%
Q3 202576.0K$4M+1.98%
Q2 202569.1K$4M+1.96%
Q1 202565.0K$4M+2.29%
Q4 202460.4K$3M+2.29%
Q3 202431.4K$2M+1.19%
Q2 202427.8K$2M+1.10%
Q1 202425.9K$2M+1.13%
Q4 202340.4K$2M+1.75%
Q3 202338.5K$2M+1.71%
Q2 202334.5K$2M+1.51%
Q1 202333.3K$2M+1.57%

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