Legacy Wealth Management (Mississippi)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Legacy Wealth Management (Mississippi)’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
2022 Q4	–	Sell	-9,145	Closed	-$375K	–	73
2022 Q3	$375K	Sell	9,145 -960	-10%	-$43.1K	0.25%	66
2022 Q2	$435K	Buy	10,105 +480	+5%	+$23.1K	0.26%	66
2022 Q1	$479K	Buy	+9,625	New	+$464K	0.25%	73

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Legacy Wealth Management (Mississippi)'s COWZ Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2022, closing a stake of 9,145 shares — an estimated $375K sold.

Legacy Wealth Management (Mississippi) first reported a position in COWZ in Q1 2022 and held it in 3 quarters. The position peaked at $479K in Q1 2022. 461 funds tracked by Wall St. Rank hold COWZ as of Q4 2022.

Legacy Wealth Management (Mississippi) reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 9,145 Pacer US Cash Cows 100 ETF shares in Q4 2022, an estimated $375K.
Legacy Wealth Management (Mississippi) first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and held it in 3 quarters.
Legacy Wealth Management (Mississippi)'s Pacer US Cash Cows 100 ETF position peaked at $479K in Q1 2022.
461 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.