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Consolidated Planning Corp’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-20,825
Closed -$1.13M – 206
2024
Q2 		$1.13M Buy
+20,825
New +$1.16M 0.19% 85
2023
Q2 		– Sell
-74,888
Closed -$3.52M – 163
2023
Q1 		$3.52M Buy
74,888
+17,462
+30% +$834K 0.91% 40
2022
Q4 		$2.66M Sell
57,426
-94,829
-62% -$4.42M 0.73% 42
2022
Q3 		$6.25M Buy
152,255
+81,188
+114% +$3.65M 1.95% 12
2022
Q2 		$3.06M Buy
+71,067
New +$3.42M 0.96% 35

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Consolidated Planning Corp's COWZ Position: Q3 2024 in Review

Consolidated Planning Corp sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 20,825 shares — an estimated $1.13M sold.

Consolidated Planning Corp first reported a position in COWZ in Q2 2022 and held it in 5 quarters. The position peaked at $6.25M in Q3 2022. 759 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Consolidated Planning Corp reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 20,825 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $1.13M.
  • Consolidated Planning Corp first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 5 quarters.
  • Consolidated Planning Corp's Pacer US Cash Cows 100 ETF position peaked at $6.25M in Q3 2022.
  • 759 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.