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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return