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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $44.6B AUM 28.94% 1-Year Est. Return

Fulcrum Equity Management's COWZ Position: Q2 2023 in Review

Fulcrum Equity Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2023, closing a stake of 54,718 shares — an estimated $2.57M sold.

Fulcrum Equity Management first reported a position in COWZ in Q2 2021 and held it in 8 quarters. The position peaked at $3.54M in Q1 2022. 517 funds tracked by Wall St. Rank hold COWZ as of Q2 2023.

Fulcrum Equity Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
Fulcrum Equity Management sold 54,718 Pacer US Cash Cows 100 ETF shares in Q2 2023, an estimated $2.57M.
Fulcrum Equity Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2021 and held it in 8 quarters.
Fulcrum Equity Management's Pacer US Cash Cows 100 ETF position peaked at $3.54M in Q1 2022.
517 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.