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Bartlett & Co Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Bartlett & Co 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
2023
Q1 		– Sell
-70
Closed -$3.24K – 1067
2022
Q4 		$3.24K Buy
+70
New +$3.26K ﹤0.01% 977

Other funds holding COWZ

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $38.8B AUM 21.88% 1-Year Est. Return

Bartlett & Co Wealth Management's COWZ Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2023, closing a stake of 70 shares — an estimated $3.24K sold.

Bartlett & Co Wealth Management first reported a position in COWZ in Q4 2022 and held it in 1 quarter. The position peaked at $3.24K in Q4 2022. 514 funds tracked by Wall St. Rank hold COWZ as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 70 Pacer US Cash Cows 100 ETF shares in Q1 2023, an estimated $3.24K.
  • Bartlett & Co Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $3.24K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.