Lee Financial’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Lee Financial’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 Q1	–	Sell	-720	Closed	-$24.9K	–	418
2023 Q4	$24.9K	Hold	720	–	–	﹤0.01%	289
2023 Q3	$23.4K	Hold	720	–	–	﹤0.01%	286
2023 Q2	$23.9K	Hold	720	–	–	﹤0.01%	280
2023 Q1	$24.2K	Hold	720	–	–	﹤0.01%	286
2022 Q4	$22.9K	Hold	720	–	–	﹤0.01%	327
2022 Q3	$19K	Hold	720	–	–	﹤0.01%	339
2022 Q2	$22K	Hold	720	–	–	﹤0.01%	322
2022 Q1	$24K	Buy	+720	New	+$23.9K	﹤0.01%	312

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

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

RJFSA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lee Financial's GCOW Position: Q1 2024 in Review

Lee Financial sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q1 2024, closing a stake of 720 shares — an estimated $24.9K sold.

Lee Financial first reported a position in GCOW in Q1 2022 and held it in 8 quarters. The position peaked at $24.9K in Q4 2023. 186 funds tracked by Wall St. Rank hold GCOW as of Q1 2024.

Lee Financial reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 720 Pacer Global Cash Cows Dividend ETF shares in Q1 2024, an estimated $24.9K.
Lee Financial first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2022 and held it in 8 quarters.
Lee Financial's Pacer Global Cash Cows Dividend ETF position peaked at $24.9K in Q4 2023.
186 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.