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Kathleen S. Wright Associates’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Kathleen S. Wright Associates’s Portfolio GCOW Stock Details GCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$10.9K – 279
2024
Q3 		$10.9K Hold
300
– – ﹤0.01% 247
2024
Q2 		$10.1K Hold
300
– – ﹤0.01% 193
2024
Q1 		$10.4K Buy
+300
New +$10.2K ﹤0.01% 184

Other funds holding GCOW

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kathleen S. Wright Associates's GCOW Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q4 2024, closing a stake of 300 shares — an estimated $10.9K sold.

Kathleen S. Wright Associates first reported a position in GCOW in Q1 2024 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 201 funds tracked by Wall St. Rank hold GCOW as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 300 Pacer Global Cash Cows Dividend ETF shares in Q4 2024, an estimated $10.9K.
  • Kathleen S. Wright Associates first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2024 and held it in 3 quarters.
  • Kathleen S. Wright Associates's Pacer Global Cash Cows Dividend ETF position peaked at $10.9K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.