LWM
Liberty Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
16,938
+1,247
| +8% | +$68.7K | 0.15% | 86 |
|
|
2025
Q1 | $859K | Sell |
15,691
-1,543
| -9% | -$84.5K | 0.16% | 67 |
|
|
2024
Q4 | $973K | Buy |
17,234
+910
| +6% | +$51.4K | 0.16% | 80 |
|
|
2024
Q3 | $944K | Buy |
16,324
+378
| +2% | +$21.9K | 0.16% | 79 |
|
|
2024
Q2 | $863K | Buy |
15,946
+1,597
| +11% | +$86.4K | 0.16% | 79 |
|
|
2024
Q1 | $834K | Buy |
+14,349
| New | +$834K | 0.16% | 80 |
|
|
2023
Q4 | – | Sell |
-12,786
| Closed | -$632K | – | 174 |
|
|
2023
Q3 | $632K | Buy |
12,786
+284
| +2% | +$14K | 0.16% | 76 |
|
|
2023
Q2 | $598K | Sell |
12,502
-2,723
| -18% | -$130K | 0.15% | 80 |
|
|
2023
Q1 | $715K | Buy |
+15,225
| New | +$715K | 0.15% | 88 |
|
|
2022
Q3 | $583K | Sell |
14,216
-3,327
| -19% | -$136K | 0.16% | 77 |
|
|
2022
Q2 | $755K | Buy |
+17,543
| New | +$755K | 0.31% | 57 |
|