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Legacy Wealth Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Legacy Wealth Planning’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
Q3 		$3.11M Buy
75,752
+4,894
+7% +$220K 5.14% 5
2022
Q2 		$3.05M Buy
+70,858
New +$3.41M 4.38% 5

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Legacy Wealth Planning's COWZ Position: Q3 2022 in Review

Legacy Wealth Planning increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.9% in Q3 2022, buying an estimated $220K and bringing the position to 75,752 shares worth $3.11M. The position accounts for 5.14% of the portfolio, ranked #5.

Legacy Wealth Planning first reported a position in COWZ in Q2 2022 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold COWZ as of Q3 2022.

  • Legacy Wealth Planning held 75,752 shares of Pacer US Cash Cows 100 ETF worth $3.11M as of Q3 2022.
  • Legacy Wealth Planning bought 4,894 Pacer US Cash Cows 100 ETF shares in Q3 2022, an estimated $220K.
  • Pacer US Cash Cows 100 ETF made up 5.14% of Legacy Wealth Planning's portfolio in Q3 2022, its #5 holding.
  • Legacy Wealth Planning first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.