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Catalyst Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Catalyst Wealth Management’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
Q1 		$2.1M Sell
44,801
-87
-0.2% -$4.16K 1.97% 6
2022
Q4 		$2.08M Buy
+44,888
New +$2.09M 1.96% 8

Other funds holding COWZ

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Catalyst Wealth Management's COWZ Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.19% in Q1 2023, selling an estimated $4.16K and leaving 44,801 shares worth $2.1M. The position accounts for 1.97% of the portfolio, ranked #6.

Catalyst Wealth Management first reported a position in COWZ in Q4 2022 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold COWZ as of Q1 2023.

  • Catalyst Wealth Management held 44,801 shares of Pacer US Cash Cows 100 ETF worth $2.1M as of Q1 2023.
  • Catalyst Wealth Management sold 87 Pacer US Cash Cows 100 ETF shares in Q1 2023, an estimated $4.16K.
  • Pacer US Cash Cows 100 ETF made up 1.97% of Catalyst Wealth Management's portfolio in Q1 2023, its #6 holding.
  • Catalyst Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 2 quarters since.
  • 514 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.