Kingswood Wealth Advisors’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Kingswood Wealth Advisors’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 Q3	–	Sell	-7,910	Closed	-$267K	–	699
2024 Q2	$267K	Buy	7,910 +394	+5%	+$13.6K	0.02%	555
2024 Q1	$261K	Sell	7,516 -691	-8%	-$23.5K	0.03%	525
2023 Q4	$281K	Buy	+8,207	New	+$269K	0.03%	496

Other funds holding GCOW

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Kingswood Wealth Advisors's GCOW Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q3 2024, closing a stake of 7,910 shares — an estimated $267K sold.

Kingswood Wealth Advisors first reported a position in GCOW in Q4 2023 and held it in 3 quarters. The position peaked at $281K in Q4 2023. 193 funds tracked by Wall St. Rank hold GCOW as of Q3 2024.

Kingswood Wealth Advisors reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q3 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 7,910 Pacer Global Cash Cows Dividend ETF shares in Q3 2024, an estimated $267K.
Kingswood Wealth Advisors first reported a position in Pacer Global Cash Cows Dividend ETF in Q4 2023 and held it in 3 quarters.
Kingswood Wealth Advisors's Pacer Global Cash Cows Dividend ETF position peaked at $281K in Q4 2023.
193 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.