9WM
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9258 Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

9258 Wealth Management’s Portfolio COWZ Stock Details COWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$373K Buy
6,456
+176
+3% +$9.86K 0.06% 243
2024
Q2 		$342K Buy
+6,280
New +$349K 0.05% 246

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

9258 Wealth Management's COWZ Position: Q3 2024 in Review

9258 Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.8% in Q3 2024, buying an estimated $9.86K and bringing the position to 6,456 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #243.

9258 Wealth Management first reported a position in COWZ in Q2 2024 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • 9258 Wealth Management held 6,456 shares of Pacer US Cash Cows 100 ETF worth $373K as of Q3 2024.
  • 9258 Wealth Management bought 176 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $9.86K.
  • Pacer US Cash Cows 100 ETF made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #243 holding.
  • 9258 Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.