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ICA Group Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

ICA Group Wealth Management’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
Q2 		$14.8K Sell
271
-2,617
-91% -$145K 0.01% 413
2024
Q1 		$168K Buy
2,888
+2,616
+962% +$140K 0.03% 306
2023
Q4 		$14.1K Buy
+272
New +$13.5K ﹤0.01% 806

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ICA Group Wealth Management's COWZ Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 91% in Q2 2024, selling an estimated $145K and leaving 271 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #413.

ICA Group Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $168K in Q1 2024. 756 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

  • ICA Group Wealth Management held 271 shares of Pacer US Cash Cows 100 ETF worth $14.8K as of Q2 2024.
  • ICA Group Wealth Management sold 2,617 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $145K.
  • Pacer US Cash Cows 100 ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #413 holding.
  • ICA Group Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $168K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.