Icon Wealth Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Icon Wealth Partners’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 Q3	$101K	Buy	+2,049	New	+$103K	0.01%	388

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Icon Wealth Partners's COWZ Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q3 2023: 2,049 shares worth $101K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings.

577 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

Icon Wealth Partners held 2,049 shares of Pacer US Cash Cows 100 ETF worth $101K as of Q3 2023.
Pacer US Cash Cows 100 ETF was a new Icon Wealth Partners position in Q3 2023.
Pacer US Cash Cows 100 ETF made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #388 holding.
577 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.