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Capasso Planning Partners’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Capasso Planning Partners’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
2024
Q4 		– Sell
-9,255
Closed -$338K – 117
2024
Q3 		$338K Sell
9,255
-1,870
-17% -$66K 0.1% 114
2024
Q2 		$375K Buy
+11,125
New +$385K 0.12% 102

Other funds holding GCOW

Bank of America
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Capasso Planning Partners's GCOW Position: Q4 2024 in Review

Capasso Planning Partners sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q4 2024, closing a stake of 9,255 shares — an estimated $338K sold.

Capasso Planning Partners first reported a position in GCOW in Q2 2024 and held it in 2 quarters. The position peaked at $375K in Q2 2024. 201 funds tracked by Wall St. Rank hold GCOW as of Q4 2024.

  • Capasso Planning Partners reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 9,255 Pacer Global Cash Cows Dividend ETF shares in Q4 2024, an estimated $338K.
  • Capasso Planning Partners first reported a position in Pacer Global Cash Cows Dividend ETF in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Pacer Global Cash Cows Dividend ETF position peaked at $375K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.