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Avantax Planning Partners’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Avantax Planning Partners’s Portfolio GCOW Stock Details GCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,005
Closed -$439K – 457
2024
Q2 		$439K Sell
13,005
-5,651
-30% -$196K 0.01% 305
2024
Q1 		$647K Buy
+18,656
New +$634K 0.02% 259

Other funds holding GCOW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners's GCOW Position: Q3 2024 in Review

Avantax Planning Partners sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q3 2024, closing a stake of 13,005 shares — an estimated $439K sold.

Avantax Planning Partners first reported a position in GCOW in Q1 2024 and held it in 2 quarters. The position peaked at $647K in Q1 2024. 193 funds tracked by Wall St. Rank hold GCOW as of Q3 2024.

  • Avantax Planning Partners reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 13,005 Pacer Global Cash Cows Dividend ETF shares in Q3 2024, an estimated $439K.
  • Avantax Planning Partners first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2024 and held it in 2 quarters.
  • Avantax Planning Partners's Pacer Global Cash Cows Dividend ETF position peaked at $647K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.