CASC
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Coppell Advisory Solutions Corp’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Coppell Advisory Solutions 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
Q1 		$433K Buy
+7,445
New +$398K 0.08% 163
2023
Q1 		$325K Sell
7,010
-190
-3% -$9.08K 0.11% 145
2022
Q4 		$333K Buy
+7,200
New +$335K 0.11% 133

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 $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Coppell Advisory Solutions Corp's COWZ Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q1 2024: 7,445 shares worth $433K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in COWZ as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in COWZ in Q4 2022 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold COWZ as of Q1 2024.

  • Coppell Advisory Solutions Corp held 7,445 shares of Pacer US Cash Cows 100 ETF worth $433K as of Q1 2024.
  • Pacer US Cash Cows 100 ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Pacer US Cash Cows 100 ETF made up 0.08% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #163 holding.
  • Coppell Advisory Solutions Corp first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.