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Buckingham Strategic Wealth’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Buckingham Strategic Wealth’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
Q1 		– Sell
-13,146
Closed -$683K – 772
2023
Q4 		$683K Buy
13,146
+4,000
+44% +$199K 0.01% 385
2023
Q3 		$452K Hold
9,146
– – 0.01% 440
2023
Q2 		$438K Buy
9,146
+926
+11% +$43K 0.01% 453
2023
Q1 		$380K Hold
8,220
– – 0.01% 442
2022
Q4 		$380K Buy
8,220
+2,046
+33% +$95.3K 0.01% 444
2022
Q3 		$253K Buy
+6,174
New +$277K 0.01% 503
2022
Q2 		– Sell
-6,095
Closed -$303K – 620
2022
Q1 		$303K Buy
+6,095
New +$294K 0.01% 468

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return