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Cedar Brook Financial Partners’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-6,307
Closed -$219K – 171
2024
Q1 		$219K Buy
6,307
+96
+2% +$3.26K 0.04% 401
2023
Q4 		$212K Buy
+6,211
New +$203K 0.05% 382

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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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Cedar Brook Financial Partners sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q2 2024, closing a stake of 6,307 shares — an estimated $219K sold.

Cedar Brook Financial Partners first reported a position in GCOW in Q4 2023 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 186 funds tracked by Wall St. Rank hold GCOW as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,307 Pacer Global Cash Cows Dividend ETF shares in Q2 2024, an estimated $219K.
  • Cedar Brook Financial Partners first reported a position in Pacer Global Cash Cows Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Pacer Global Cash Cows Dividend ETF position peaked at $219K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q2 2024.

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