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FinTrust Capital Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

FinTrust Capital Advisors’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 		$104K Buy
1,792
+132
+8% +$7.4K 0.02% 427
2024
Q2 		$90.5K Sell
1,660
-204
-11% -$11.3K 0.02% 423
2024
Q1 		$108K Hold
1,864
– – 0.02% 372
2023
Q4 		$96.9K Buy
+1,864
New +$92.6K 0.02% 373

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

FinTrust Capital Advisors's COWZ Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 8% in Q3 2024, buying an estimated $7.4K and bringing the position to 1,792 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #427.

FinTrust Capital Advisors first reported a position in COWZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $108K in Q1 2024. 759 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • FinTrust Capital Advisors held 1,792 shares of Pacer US Cash Cows 100 ETF worth $104K as of Q3 2024.
  • FinTrust Capital Advisors bought 132 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $7.4K.
  • Pacer US Cash Cows 100 ETF made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #427 holding.
  • FinTrust Capital Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 4 quarters since.
  • FinTrust Capital Advisors's Pacer US Cash Cows 100 ETF position peaked at $108K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.