Financial Planning & Information Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Financial Planning & Information Services’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	$14M	Buy	242,566 +7,246	+3%	+$406K	1.93%	17
2024 Q2	$12.8M	Buy	235,320 +18,957	+9%	+$1.05M	1.96%	17
2024 Q1	$12.6M	Buy	216,363 +13,664	+7%	+$730K	1.89%	18
2023 Q4	$10.5M	Buy	202,699 +162,736	+407%	+$8.09M	1.66%	19
2023 Q3	$1.98M	Buy	39,963 +11,006	+38%	+$552K	0.37%	40
2023 Q2	$1.39M	Buy	28,957 +11,488	+66%	+$533K	0.26%	46
2023 Q1	$820K	Buy	+17,469	New	+$835K	0.16%	52

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Planning & Information Services's COWZ Position: Q3 2024 in Review

Financial Planning & Information Services increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.1% in Q3 2024, buying an estimated $406K and bringing the position to 242,566 shares worth $14M. The position accounts for 1.93% of the portfolio, ranked #17.

Financial Planning & Information Services first reported a position in COWZ in Q1 2023 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

Financial Planning & Information Services held 242,566 shares of Pacer US Cash Cows 100 ETF worth $14M as of Q3 2024.
Financial Planning & Information Services bought 7,246 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $406K.
Pacer US Cash Cows 100 ETF made up 1.93% of Financial Planning & Information Services's portfolio in Q3 2024, its #17 holding.
Financial Planning & Information Services first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.