Copia Wealth Management »

Pattern Group shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Pattern Group shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Pattern Group

Tip: Access up to 7 years of quarterly data

All positions including Pattern Group held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pattern Group by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 21k 13.70

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

Top funds holding Pattern Group

Allspring Global Investments Holdings
Capital World Investors
Loomis, Sayles and
Vanguard Group
Woodline Partners
Alyeska Investment Group
Westfield Capital Management Company
Schonfeld Strategic Advisors
Ameriprise Financial
Lord, Abbett & Co
Altimeter Capital Management
Citadel Advisors
Driehaus Capital Management
UBS Group
Dragoneer Investment

View all funds holding Pattern Group