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Carroll Financial Associates’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Carroll Financial Associates’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
2020
Q2 		– Sell
-2,865
Closed -$63K – 1539
2020
Q1 		$63K Hold
2,865
– – 0.01% 524
2019
Q4 		$89K Buy
+2,865
New +$86.3K 0.01% 525

Other funds holding COWZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carroll Financial Associates's COWZ Position: Q2 2020 in Review

Carroll Financial Associates sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2020, closing a stake of 2,865 shares — an estimated $63K sold.

Carroll Financial Associates first reported a position in COWZ in Q4 2019 and held it in 2 quarters. The position peaked at $89K in Q4 2019. 34 funds tracked by Wall St. Rank hold COWZ as of Q2 2020.

  • Carroll Financial Associates reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 2,865 Pacer US Cash Cows 100 ETF shares in Q2 2020, an estimated $63K.
  • Carroll Financial Associates first reported a position in Pacer US Cash Cows 100 ETF in Q4 2019 and held it in 2 quarters.
  • Carroll Financial Associates's Pacer US Cash Cows 100 ETF position peaked at $89K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.