Financial Architects (New Jersey)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$11.2M	Buy	233,103 +6,533	+3%	+$303K	1.68%	13
2023 Q1	$10.6M	Buy	226,570 +48,257	+27%	+$2.31M	1.71%	14
2022 Q4	$8.25M	Buy	178,313 +18,631	+12%	+$867K	1.37%	17
2022 Q3	$6.55M	Buy	+159,682	New	+$7.17M	1.14%	18
2022 Q2	–	Sell	-22,682	Closed	-$1.13M	–	71
2022 Q1	$1.13M	Buy	+22,682	New	+$1.09M	0.16%	133

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Architects (New Jersey)'s COWZ Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.9% in Q2 2023, buying an estimated $303K and bringing the position to 233,103 shares worth $11.2M. The position accounts for 1.68% of the portfolio, ranked #13.

Financial Architects (New Jersey) first reported a position in COWZ in Q1 2022 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold COWZ as of Q2 2023.

Financial Architects (New Jersey) held 233,103 shares of Pacer US Cash Cows 100 ETF worth $11.2M as of Q2 2023.
Financial Architects (New Jersey) bought 6,533 Pacer US Cash Cows 100 ETF shares in Q2 2023, an estimated $303K.
Pacer US Cash Cows 100 ETF made up 1.68% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #13 holding.
Financial Architects (New Jersey) first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 5 quarters since.
517 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.