SEC 13F Intelligence

Oxford Wealth Group, LLC / COWZ

Oxford Wealth Group, LLC’s Pacer Fds Tr Position

Does Oxford Wealth Group, LLC own Pacer Fds Tr (COWZ)? Yes — 118.4K shares worth $7M (+4.05% of its 13F portfolio) as of Q1 2026, down from 125.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
118.4K
% of Portfolio
+4.05%
Quarters Held
6
currently held

Position History COWZ

Reported value by quarter
Q1 ’24: $17MQ1 ’24Q2 ’24: $24MQ2 ’24Q3 ’24: $20MQ3 ’24Q4 ’24: $26MQ4 ’24Q4 ’25: $8MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026118.4K$7M+4.05%
Q4 2025125.3K$8M+3.67%
Q4 2024455.0K$26M+16.61%
Q3 2024341.2K$20M+16.05%
Q2 2024431.3K$24M+16.16%
Q1 2024286.6K$17M+15.16%

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