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

BerganKDV 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
Q2 		– Sell
-103
Closed -$4.84K – 910
2023
Q1 		$4.84K Sell
103
-522
-84% -$24.9K ﹤0.01% 696
2022
Q4 		$28.9K Buy
+625
New +$29.1K ﹤0.01% 448

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
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

BerganKDV Wealth Management's COWZ Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2023, closing a stake of 103 shares — an estimated $4.84K sold.

BerganKDV Wealth Management first reported a position in COWZ in Q4 2022 and held it in 2 quarters. The position peaked at $28.9K in Q4 2022. 517 funds tracked by Wall St. Rank hold COWZ as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 103 Pacer US Cash Cows 100 ETF shares in Q2 2023, an estimated $4.84K.
  • BerganKDV Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and held it in 2 quarters.
  • BerganKDV Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $28.9K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.