GW
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GW & Wade’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

GW & Wade’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
Q4 		$37.7M Buy
725,784
+260,894
+56% +$13M 1.23% 21
2023
Q3 		$23M Buy
464,890
+60,141
+15% +$3.01M 0.86% 29
2023
Q2 		$19.4M Buy
404,749
+28,158
+7% +$1.31M 0.7% 39
2023
Q1 		$17.7M Buy
+376,591
New +$18M 0.68% 47

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GW & Wade's COWZ Position: Q4 2023 in Review

GW & Wade increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 56% in Q4 2023, buying an estimated $13M and bringing the position to 725,784 shares worth $37.7M. The position accounts for 1.23% of the portfolio, ranked #21.

GW & Wade first reported a position in COWZ in Q1 2023 and has held it in 4 quarters since. 677 funds tracked by Wall St. Rank hold COWZ as of Q4 2023.

  • GW & Wade held 725,784 shares of Pacer US Cash Cows 100 ETF worth $37.7M as of Q4 2023.
  • GW & Wade bought 260,894 Pacer US Cash Cows 100 ETF shares in Q4 2023, an estimated $13M.
  • Pacer US Cash Cows 100 ETF made up 1.23% of GW & Wade's portfolio in Q4 2023, its #21 holding.
  • GW & Wade first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 4 quarters since.
  • 677 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.