FT
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Fiduciary Trust’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Fiduciary Trust’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
-97,745
Closed -$5.33M – 656
2024
Q2 		$5.33M Hold
97,745
– – 0.08% 150
2024
Q1 		$5.68M Buy
97,745
+88
+0.1% +$4.7K 0.09% 149
2023
Q4 		$5.08M Sell
97,657
-22,380
-19% -$1.11M 0.08% 148
2023
Q3 		$5.93M Buy
120,037
+403
+0.3% +$20.2K 0.11% 129
2023
Q2 		$5.73M Hold
119,634
– – 0.1% 136
2023
Q1 		$5.62M Buy
119,634
+4,639
+4% +$222K 0.1% 140
2022
Q4 		$5.32M Buy
114,995
+11,329
+11% +$527K 0.1% 147
2022
Q3 		$4.25M Buy
103,666
+18,666
+22% +$838K 0.09% 158
2022
Q2 		$3.66M Buy
+85,000
New +$4.09M 0.08% 172

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

Fiduciary Trust's COWZ Position: Q3 2024 in Review

Fiduciary Trust sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 97,745 shares — an estimated $5.33M sold.

Fiduciary Trust first reported a position in COWZ in Q2 2022 and held it in 9 quarters. The position peaked at $5.93M in Q3 2023. 759 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Fiduciary Trust reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Fiduciary Trust sold 97,745 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $5.33M.
  • Fiduciary Trust first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 9 quarters.
  • Fiduciary Trust's Pacer US Cash Cows 100 ETF position peaked at $5.93M in Q3 2023.
  • 759 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Fiduciary Trust's 13F filing for Q3 2024, filed 14 Nov 2024.