FEM
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Fulcrum Equity Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Fulcrum Equity 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
2023
Q2 		– Sell
-54,718
Closed -$2.57M – 89
2023
Q1 		$2.57M Sell
54,718
-5,012
-8% -$239K 2.41% 12
2022
Q4 		$2.76M Sell
59,730
-2,637
-4% -$123K 2.26% 13
2022
Q3 		$2.56M Sell
62,367
-282
-0.5% -$12.7K 2.17% 16
2022
Q2 		$2.7M Sell
62,649
-8,401
-12% -$404K 2.18% 15
2022
Q1 		$3.54M Buy
71,050
+63,951
+901% +$3.08M 2.1% 12
2021
Q4 		$334K Buy
7,099
+282
+4% +$12.9K 0.12% 116
2021
Q3 		$298K Sell
6,817
-15,748
-70% -$693K 0.12% 131
2021
Q2 		$965K Buy
+22,565
New +$960K 0.36% 74

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return