Cedar Brook Financial Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Cedar Brook Financial 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
2024 Q2	–	Sell	-24,774	Closed	-$1.44M	–	90
2024 Q1	$1.44M	Buy	24,774 +5,202	+27%	+$278K	0.28%	84
2023 Q4	$1.01M	Buy	19,572 +13,494	+222%	+$671K	0.23%	110
2023 Q3	$300K	Sell	6,078 -1,661	-21%	-$83.3K	0.08%	255
2023 Q2	$370K	Buy	7,739 +1,747	+29%	+$81.1K	0.09%	234
2023 Q1	$281K	Buy	+5,992	New	+$286K	0.07%	278

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

RJFSA

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

Cedar Brook Financial Partners's COWZ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2024, closing a stake of 24,774 shares — an estimated $1.44M sold.

Cedar Brook Financial Partners first reported a position in COWZ in Q1 2023 and held it in 5 quarters. The position peaked at $1.44M in Q1 2024. 758 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 24,774 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $1.44M.
Cedar Brook Financial Partners first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and held it in 5 quarters.
Cedar Brook Financial Partners's Pacer US Cash Cows 100 ETF position peaked at $1.44M in Q1 2024.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.