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Freedom Investment Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Freedom Investment Management’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
-5,005
Closed -$273K – 776
2024
Q2 		$273K Buy
+5,005
New +$278K 0.02% 632
2023
Q3 		– Sell
-8,274
Closed -$396K – 694
2023
Q2 		$396K Buy
8,274
+3,520
+74% +$163K 0.04% 463
2023
Q1 		$223K Buy
+4,754
New +$227K 0.03% 626

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

Freedom Investment Management's COWZ Position: Q3 2024 in Review

Freedom Investment Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 5,005 shares — an estimated $273K sold.

Freedom Investment Management first reported a position in COWZ in Q1 2023 and held it in 3 quarters. The position peaked at $396K in Q2 2023. 759 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Freedom Investment Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 5,005 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $273K.
  • Freedom Investment Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and held it in 3 quarters.
  • Freedom Investment Management's Pacer US Cash Cows 100 ETF position peaked at $396K in Q2 2023.
  • 759 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.