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Burleson & Co’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Burleson & Co’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
2022
Q4 		$38K Buy
822
+6
+0.7% +$279 0.01% 191
2022
Q3 		$33K Buy
+816
New +$36.7K 0.01% 213

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Burleson & Co's COWZ Position: Q4 2022 in Review

Burleson & Co increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.74% in Q4 2022, buying an estimated $279 and bringing the position to 822 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #191.

Burleson & Co first reported a position in COWZ in Q3 2022 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold COWZ as of Q4 2022.

  • Burleson & Co held 822 shares of Pacer US Cash Cows 100 ETF worth $38K as of Q4 2022.
  • Burleson & Co bought 6 Pacer US Cash Cows 100 ETF shares in Q4 2022, an estimated $279.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #191 holding.
  • Burleson & Co first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.