GWMI
COWZ icon

Guardian Wealth Management (Illinois)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Guardian Wealth Management (Illinois)’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
2022
Q4 		– Sell
-195
Closed -$8K – 255
2022
Q3 		$8K Buy
+195
New +$8.76K 0.01% 169

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s COWZ Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2022, closing a stake of 195 shares — an estimated $8K sold.

Guardian Wealth Management (Illinois) first reported a position in COWZ in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 461 funds tracked by Wall St. Rank hold COWZ as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 195 Pacer US Cash Cows 100 ETF shares in Q4 2022, an estimated $8K.
  • Guardian Wealth Management (Illinois) first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s Pacer US Cash Cows 100 ETF position peaked at $8K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.