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Aspire Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Aspire 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 		$10.3M Buy
177,977
+13,624
+8% +$763K 5.54% 4
2024
Q2 		$8.96M Buy
164,353
+33,017
+25% +$1.83M 5.12% 4
2024
Q1 		$7.63M Buy
131,336
+56,911
+76% +$3.04M 4.61% 5
2023
Q4 		$3.87M Buy
74,425
+32,823
+79% +$1.63M 2.63% 14
2023
Q3 		$2.06M Buy
41,602
+12,359
+42% +$620K 1.56% 17
2023
Q2 		$1.4M Buy
29,243
+23,098
+376% +$1.07M 1.06% 21
2023
Q1 		$288K Buy
6,145
+1,198
+24% +$57.2K 0.23% 67
2022
Q4 		$229K Buy
4,947
+5
+0.1% +$233 0.2% 76
2022
Q3 		$203K Buy
4,942
+92
+2% +$4.13K 0.19% 81
2022
Q2 		$209K Buy
4,850
+3,872
+396% +$186K 0.19% 82
2022
Q1 		$49K Buy
978
+1
+0.1% +$48 0.04% 121
2021
Q4 		$46K Buy
+977
New +$44.8K 0.04% 125

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

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

Aspire Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 8.3% in Q3 2024, buying an estimated $763K and bringing the position to 177,977 shares worth $10.3M. The position accounts for 5.54% of the portfolio, ranked #4.

Aspire Wealth Management first reported a position in COWZ in Q4 2021 and has held it in 12 quarters since. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Aspire Wealth Management held 177,977 shares of Pacer US Cash Cows 100 ETF worth $10.3M as of Q3 2024.
  • Aspire Wealth Management bought 13,624 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $763K.
  • Pacer US Cash Cows 100 ETF made up 5.54% of Aspire Wealth Management's portfolio in Q3 2024, its #4 holding.
  • Aspire Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 12 quarters since.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.