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AJ Wealth Strategies’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$286K Buy
5,965
+231
+4% +$10.7K 0.01% 246
2023
Q1 		$269K Buy
5,734
+1,346
+31% +$64.3K 0.01% 240
2022
Q4 		$203K Buy
+4,388
New +$204K 0.01% 275

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 $445B AUM 25.58% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AJ Wealth Strategies's COWZ Position: Q2 2023 in Review

AJ Wealth Strategies increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 4% in Q2 2023, buying an estimated $10.7K and bringing the position to 5,965 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #246.

AJ Wealth Strategies first reported a position in COWZ in Q4 2022 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold COWZ as of Q2 2023.

  • AJ Wealth Strategies held 5,965 shares of Pacer US Cash Cows 100 ETF worth $286K as of Q2 2023.
  • AJ Wealth Strategies bought 231 Pacer US Cash Cows 100 ETF shares in Q2 2023, an estimated $10.7K.
  • Pacer US Cash Cows 100 ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #246 holding.
  • AJ Wealth Strategies first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.