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Carmel Capital Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-96
Closed -$4.75K – 257
2023
Q3 		$4.75K Buy
+96
New +$4.81K ﹤0.01% 552

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Carmel Capital Partners's COWZ Position: Q4 2023 in Review

Carmel Capital Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2023, closing a stake of 96 shares — an estimated $4.75K sold.

Carmel Capital Partners first reported a position in COWZ in Q3 2023 and held it in 1 quarter. The position peaked at $4.75K in Q3 2023. 678 funds tracked by Wall St. Rank hold COWZ as of Q4 2023.

  • Carmel Capital Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 96 Pacer US Cash Cows 100 ETF shares in Q4 2023, an estimated $4.75K.
  • Carmel Capital Partners first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Pacer US Cash Cows 100 ETF position peaked at $4.75K in Q3 2023.
  • 678 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.