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All Season Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

All Season Financial Advisors’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 		$1.94M Sell
33,577
-22,212
-40% -$1.24M 1.65% 18
2024
Q2 		$3.04M Sell
55,789
-28,350
-34% -$1.57M 2.76% 13
2024
Q1 		$4.89M Buy
84,139
+19,661
+30% +$1.05M 4.05% 5
2023
Q4 		$3.35M Sell
64,478
-27,667
-30% -$1.38M 2.85% 9
2023
Q3 		$4.55M Buy
+92,145
New +$4.62M 4.61% 5

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

All Season Financial Advisors's COWZ Position: Q3 2024 in Review

All Season Financial Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 40% in Q3 2024, selling an estimated $1.24M and leaving 33,577 shares worth $1.94M. The position accounts for 1.65% of the portfolio, ranked #18.

All Season Financial Advisors first reported a position in COWZ in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.89M in Q1 2024. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • All Season Financial Advisors held 33,577 shares of Pacer US Cash Cows 100 ETF worth $1.94M as of Q3 2024.
  • All Season Financial Advisors sold 22,212 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $1.24M.
  • Pacer US Cash Cows 100 ETF made up 1.65% of All Season Financial Advisors's portfolio in Q3 2024, its #18 holding.
  • All Season Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and has held it in 5 quarters since.
  • All Season Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $4.89M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.