Caliber Wealth Management (Utah)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Caliber Wealth Management (Utah)’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
2023 Q2	–	Sell	-127,726	Closed	-$6M	–	56
2023 Q1	$6M	Sell	127,726 -60,697	-32%	-$2.9M	4.49%	2
2022 Q4	$8.71M	Buy	188,423 +75,109	+66%	+$3.5M	6.66%	2
2022 Q3	$4.65M	Buy	113,314 +2,169	+2%	+$97.4K	3.67%	2
2022 Q2	$4.79M	Buy	111,145 +8,160	+8%	+$393K	3.72%	3
2022 Q1	$5.13M	Buy	102,985 +25,456	+33%	+$1.23M	3.27%	3
2021 Q4	$3.75M	Buy	+77,529	New	+$3.56M	2.59%	6

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Caliber Wealth Management (Utah)'s COWZ Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2023, closing a stake of 127,726 shares — an estimated $6M sold.

Caliber Wealth Management (Utah) first reported a position in COWZ in Q4 2021 and held it in 6 quarters. The position peaked at $8.71M in Q4 2022. 517 funds tracked by Wall St. Rank hold COWZ as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 127,726 Pacer US Cash Cows 100 ETF shares in Q2 2023, an estimated $6M.
Caliber Wealth Management (Utah) first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s Pacer US Cash Cows 100 ETF position peaked at $8.71M in Q4 2022.
517 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.