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GoalVest Advisory’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

GoalVest Advisory’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
-540
Closed -$29.4K – 377
2024
Q2 		$29.4K Buy
+540
New +$30K 0.01% 205
2023
Q2 		– Sell
-120
Closed -$5.63K – 374
2023
Q1 		$5.63K Buy
+120
New +$5.73K ﹤0.01% 204
2022
Q2 		– Sell
-200
Closed -$10K – 352
2022
Q1 		$10K Buy
+200
New +$9.64K 0.01% 240

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

GoalVest Advisory's COWZ Position: Q3 2024 in Review

GoalVest Advisory sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 540 shares — an estimated $29.4K sold.

GoalVest Advisory first reported a position in COWZ in Q1 2022 and held it in 3 quarters. The position peaked at $29.4K in Q2 2024. 759 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • GoalVest Advisory reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
  • GoalVest Advisory sold 540 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $29.4K.
  • GoalVest Advisory first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and held it in 3 quarters.
  • GoalVest Advisory's Pacer US Cash Cows 100 ETF position peaked at $29.4K in Q2 2024.
  • 759 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on GoalVest Advisory's 13F filing for Q3 2024, filed 6 Nov 2024.