Greystone Financial Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Greystone Financial Group’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 Q4	–	Sell	-17,698	Closed	-$1.02M	–	97
2024 Q3	$1.02M	Buy	17,698 +1,972	+13%	+$110K	0.18%	64
2024 Q2	$857K	Sell	15,726 -850	-5%	-$47.2K	0.17%	68
2024 Q1	$963K	Sell	16,576 -4,424	-21%	-$236K	0.19%	59
2023 Q4	$1.09M	Sell	21,000 -3,976	-16%	-$198K	0.25%	58
2023 Q3	$1.23M	Sell	24,976 -578	-2%	-$29K	0.31%	54
2023 Q2	$1.22M	Sell	25,554 -15,075	-37%	-$700K	0.28%	56
2023 Q1	$1.91M	Sell	40,629 -8,599	-17%	-$411K	0.48%	43
2022 Q4	$2.28M	Sell	49,228 -973	-2%	-$45.3K	0.67%	38
2022 Q3	$2.06M	Buy	50,201 +6,476	+15%	+$291K	0.7%	38
2022 Q2	$1.88M	Buy	+43,725	New	+$2.1M	0.59%	40

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Greystone Financial Group's COWZ Position: Q4 2024 in Review

Greystone Financial Group sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 17,698 shares — an estimated $1.02M sold.

Greystone Financial Group first reported a position in COWZ in Q2 2022 and held it in 10 quarters. The position peaked at $2.28M in Q4 2022. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Greystone Financial Group reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
Greystone Financial Group sold 17,698 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $1.02M.
Greystone Financial Group first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 10 quarters.
Greystone Financial Group's Pacer US Cash Cows 100 ETF position peaked at $2.28M in Q4 2022.
856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Greystone Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.