Hbw Advisory Services 13F: Cuts COWZ Stake by $6.2M
Hbw Advisory Services trimmed its position in COWZ by 33.8% during the quarter, leaving the firm with 180,368 shares.
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Hbw Advisory Services sold 92,216 shares from its stake in Cowz ($COWZ), a 33.83% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 180,368 shares worth $12.04 million at the end of the quarter.
Since the filing, $COWZ is up 0.0% to date (from the $70.33 close on Oct 15, 2026).
Find the original: Hbw Advisory Services 13F filings on SEC EDGAR
COWZ
Cowz
Key Points
- Hbw Advisory Services cut its COWZ holdings by 92,216 shares, ending the period with 180,368 shares worth roughly $12.0 million.
- The 33.8% reduction reflects portfolio adjustments made as of the filing date for the period ending October 15, 2026.
- Institutional 13F filings look backward at past portfolio choices rather than active buy or sell signals.
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Hbw Advisory Services trimmed its investment in COWZ during the recent quarter, according to a Form 13F filing with the U.S. Securities and Exchange Commission. The firm cut its stake by 92,216 shares, leaving it with 180,368 shares at the close of the period. That reduction works out to a 33.8% drop from the 272,584 shares held previously. Based on market prices at the time, the remaining holding was valued at approximately $12.0 million. Because 13F reports look backward at past quarters, this snapshot reflects holdings as of the reporting date and may not represent the firm's current position today.
Hbw Advisory Services vs. the S&P 500
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What Changed in Hbw Advisory Services's COWZ Position
The reduction lowers Hbw Advisory Services's footprint in COWZ significantly. The firm started the quarter holding 272,584 shares and sold off 92,216 of them. The final tally of 180,368 shares carries a value of $12.0 million. Institutional filings like this one offer a window into how professional managers adjust their asset allocations over time.
COWZ Stock Snapshot
COWZ traded near a spot price of $70.19 as the reporting window closed. Tracking where shares stand relative to past trading ranges helps put institutional moves into context. Investors often watch these portfolio adjustments to see how large holders manage risk and sector exposure.
About COWZ
COWZ is an exchange-traded fund that focuses on large-cap companies with strong free cash flow generation. Funds holding this ticker typically look for businesses that turn revenue into actual cash efficiently. Shifts in institutional ownership for this fund can point to changing appetite for cash-generating equities.
Bottom Line
Investors tracking Hbw Advisory Services will need to look to future regulatory filings to see if the firm continues trimming or stabilizes its position. These historical records show past portfolio choices rather than active buy or sell signals. Market participants should review subsequent disclosures to get an updated picture of the fund's strategy.
Related Filing Alerts
Source: Hbw Advisory Services's 13F filing on $COWZ (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Hbw Advisory Services 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts