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Caldwell Trust’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Caldwell Trust’s Portfolio GCOW Stock Details GCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-474
Closed -$15.7K – 734
2023
Q2 		$15.7K Hold
474
– – ﹤0.01% 589
2023
Q1 		$15.9K Hold
474
– – ﹤0.01% 576
2022
Q4 		$15K Buy
+474
New +$14.4K ﹤0.01% 575

Other funds holding GCOW

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Caldwell Trust's GCOW Position: Q3 2023 in Review

Caldwell Trust sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q3 2023, closing a stake of 474 shares — an estimated $15.7K sold.

Caldwell Trust first reported a position in GCOW in Q4 2022 and held it in 3 quarters. The position peaked at $15.9K in Q1 2023. 157 funds tracked by Wall St. Rank hold GCOW as of Q3 2023.

  • Caldwell Trust reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 474 Pacer Global Cash Cows Dividend ETF shares in Q3 2023, an estimated $15.7K.
  • Caldwell Trust first reported a position in Pacer Global Cash Cows Dividend ETF in Q4 2022 and held it in 3 quarters.
  • Caldwell Trust's Pacer Global Cash Cows Dividend ETF position peaked at $15.9K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.