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Consolidated Planning Corp’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Consolidated Planning Corp’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
2023
Q4 		– Sell
-89,229
Closed -$2.9M – 176
2023
Q3 		$2.9M Sell
89,229
-6,716
-7% -$226K 0.64% 52
2023
Q2 		$3.18M Buy
+95,945
New +$3.22M 0.67% 54

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Consolidated Planning Corp's GCOW Position: Q4 2023 in Review

Consolidated Planning Corp sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q4 2023, closing a stake of 89,229 shares — an estimated $2.9M sold.

Consolidated Planning Corp first reported a position in GCOW in Q2 2023 and held it in 2 quarters. The position peaked at $3.18M in Q2 2023. 177 funds tracked by Wall St. Rank hold GCOW as of Q4 2023.

  • Consolidated Planning Corp reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 89,229 Pacer Global Cash Cows Dividend ETF shares in Q4 2023, an estimated $2.9M.
  • Consolidated Planning Corp first reported a position in Pacer Global Cash Cows Dividend ETF in Q2 2023 and held it in 2 quarters.
  • Consolidated Planning Corp's Pacer Global Cash Cows Dividend ETF position peaked at $3.18M in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q4 2023.

Based on Consolidated Planning Corp's 13F filing for Q4 2023, filed 5 Feb 2024.