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Kiwi Wealth Investments Limited Partnership’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q1 		– Sell
-5,637
Closed -$261K – 178
2022
Q4 		$261K Hold
5,637
– – 0.02% 198
2022
Q3 		$243K Hold
5,637
– – 0.02% 193
2022
Q2 		$243K Buy
+5,637
New +$271K 0.02% 193

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's COWZ Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2023, closing a stake of 5,637 shares — an estimated $261K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in COWZ in Q2 2022 and held it in 3 quarters. The position peaked at $261K in Q4 2022. 514 funds tracked by Wall St. Rank hold COWZ as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 5,637 Pacer US Cash Cows 100 ETF shares in Q1 2023, an estimated $261K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Pacer US Cash Cows 100 ETF position peaked at $261K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.