Back to COF-PN

WESPAC Advisors, LLC → COF-PN

WESPAC Advisors, LLC COF-PN Position History

COF-PN

Quarters held
11
Latest value
$4M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$545K
Q3 2025$2.6M
Q3 2025$2.2M
Q4 2025$344K
Q4 2025$4.5M
Q1 2026$259K
Q1 2026$4M
Q2 2026$294K
Q2 2026$4M
Q3 2026$218K
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M82.1K——
Q3 2026$218K4.6K——
Q2 2026$4M80.6K——
Q2 2026$294K6.2K——
Q1 2026$4M94.9K——
Q1 2026$259K6.4K——
Q4 2025$4.5M102.6K——
Q4 2025$344K7.7K——
Q3 2025$2.2M80.1K——
Q3 2025$2.6M62.9K——
Q3 2025$545K12.4K——

Other funds holding COF-PN

Other WESPAC Advisors, LLC positions

OKE

PGIM ETF TR

$11M
OKE

PGIM ETF TR

$10.2M
ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$8.7M
ETHA

ISHARES TR

$8.4M
OKE

PGIM ETF TR

$8M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.9M
ETHA

ISHARES TR

$7M