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

Birchcreek 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	–	Sell	-3,777	Closed	-$206K	–	121
2024 Q2	$206K	Sell	3,777 -8,359	-69%	-$464K	0.12%	145
2024 Q1	$705K	Sell	12,136 -147	-1%	-$7.86K	0.37%	61
2023 Q4	$639K	Sell	12,283 -2,262	-16%	-$112K	0.38%	63
2023 Q3	$719K	Sell	14,545 -9,051	-38%	-$454K	0.49%	51
2023 Q2	$1.13M	Sell	23,596 -2,849	-11%	-$132K	0.79%	34
2023 Q1	$1.24M	Buy	26,445 +4,074	+18%	+$195K	0.98%	29
2022 Q4	$1.03M	Buy	22,371 +2,348	+12%	+$109K	0.92%	30
2022 Q3	$821K	Buy	20,023 +12,138	+154%	+$545K	0.76%	39
2022 Q2	$340K	Buy	+7,885	New	+$379K	0.31%	74

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Birchcreek Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 3,777 shares — an estimated $206K sold.

Birchcreek Wealth Management first reported a position in COWZ in Q2 2022 and held it in 9 quarters. The position peaked at $1.24M in Q1 2023. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

Birchcreek Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 3,777 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $206K.
Birchcreek Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 9 quarters.
Birchcreek Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $1.24M in Q1 2023.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.