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

Janiczek 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	$6.18M	Sell	112,973 -4,258	-4%	-$236K	1.3%	15
2024 Q1	$6.81M	Sell	117,231 -4,196	-3%	-$224K	1.45%	13
2023 Q4	$6.34M	Buy	121,427 +2,477	+2%	+$123K	1.53%	14
2023 Q3	$5.88M	Buy	118,950 +14,792	+14%	+$741K	1.55%	13
2023 Q2	$4.99M	Buy	104,158 +4,487	+5%	+$208K	1.37%	12
2023 Q1	$4.77M	Buy	99,671 +29,356	+42%	+$1.4M	1.35%	12
2022 Q4	$3.44M	Buy	70,315 +5,633	+9%	+$262K	0.97%	16
2022 Q3	$2.79M	Buy	64,682 +8,972	+16%	+$403K	0.91%	19
2022 Q2	$2.58M	Buy	55,710 +21,626	+63%	+$1.04M	0.77%	21
2022 Q1	$1.7M	Buy	+34,084	New	+$1.64M	0.47%	24

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Janiczek Wealth Management's COWZ Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.6% in Q2 2024, selling an estimated $236K and leaving 112,973 shares worth $6.18M. The position accounts for 1.3% of the portfolio, ranked #15.

Janiczek Wealth Management first reported a position in COWZ in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.81M in Q1 2024. 756 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

Janiczek Wealth Management held 112,973 shares of Pacer US Cash Cows 100 ETF worth $6.18M as of Q2 2024.
Janiczek Wealth Management sold 4,258 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $236K.
Pacer US Cash Cows 100 ETF made up 1.3% of Janiczek Wealth Management's portfolio in Q2 2024, its #15 holding.
Janiczek Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 10 quarters since.
Janiczek Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $6.81M in Q1 2024.
756 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.