EDRH
COWZ icon

Edmond de Rothschild Holding’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Edmond de Rothschild Holding’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
2022
Q3 		– Sell
-1,804
Closed -$78K – 832
2022
Q2 		$78K Hold
1,804
– – ﹤0.01% 617
2022
Q1 		$90K Buy
+1,804
New +$87K ﹤0.01% 602

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Edmond de Rothschild Holding's COWZ Position: Q3 2022 in Review

Edmond de Rothschild Holding sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2022, closing a stake of 1,804 shares — an estimated $78K sold.

Edmond de Rothschild Holding first reported a position in COWZ in Q1 2022 and held it in 2 quarters. The position peaked at $90K in Q1 2022. 361 funds tracked by Wall St. Rank hold COWZ as of Q3 2022.

  • Edmond de Rothschild Holding reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,804 Pacer US Cash Cows 100 ETF shares in Q3 2022, an estimated $78K.
  • Edmond de Rothschild Holding first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Pacer US Cash Cows 100 ETF position peaked at $90K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2022, filed 9 Nov 2022.