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Bridge Advisory’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Bridge Advisory’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 		$5.22M Buy
90,349
+2,170
+2% +$122K 2.49% 11
2024
Q2 		$4.8M Buy
88,179
+476
+0.5% +$26.4K 2.37% 12
2024
Q1 		$5.1M Buy
87,703
+31,134
+55% +$1.66M 2.53% 10
2023
Q4 		$2.94M Buy
56,569
+6,456
+13% +$321K 1.47% 17
2023
Q3 		$2.48M Sell
50,113
-952
-2% -$47.7K 0.87% 31
2023
Q2 		$2.44M Buy
51,065
+1,330
+3% +$61.7K 0.9% 30
2023
Q1 		$2.34M Buy
49,735
+12,045
+32% +$575K 0.9% 29
2022
Q4 		$1.74M Sell
37,690
-669
-2% -$31.1K 0.73% 33
2022
Q3 		$1.57M Sell
38,359
-1,497
-4% -$67.2K 0.77% 31
2022
Q2 		$1.73M Buy
+39,856
New +$1.92M 0.83% 26

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

Bridge Advisory's COWZ Position: Q3 2024 in Review

Bridge Advisory increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.5% in Q3 2024, buying an estimated $122K and bringing the position to 90,349 shares worth $5.22M. The position accounts for 2.49% of the portfolio, ranked #11.

Bridge Advisory first reported a position in COWZ in Q2 2022 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Bridge Advisory held 90,349 shares of Pacer US Cash Cows 100 ETF worth $5.22M as of Q3 2024.
  • Bridge Advisory bought 2,170 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $122K.
  • Pacer US Cash Cows 100 ETF made up 2.49% of Bridge Advisory's portfolio in Q3 2024, its #11 holding.
  • Bridge Advisory first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 10 quarters since.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.