New England Capital Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

New England Capital Financial Advisors’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
2024 Q3	–	Sell	-43	Closed	-$2.32K	–	402
2024 Q2	$2.32K	Hold	43	–	–	﹤0.01%	307
2024 Q1	$2.48K	Sell	43 -175	-80%	-$9.35K	﹤0.01%	303
2023 Q4	$11.3K	Hold	218	–	–	0.01%	222
2023 Q3	$10.8K	Buy	218 +1	+0.5%	+$50	0.01%	223
2023 Q2	$10.4K	Buy	217 +1	+0.5%	+$46	0.01%	222
2023 Q1	$10.1K	Buy	+216	New	+$10.3K	0.01%	247

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New England Capital Financial Advisors's COWZ Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 43 shares — an estimated $2.32K sold.

New England Capital Financial Advisors first reported a position in COWZ in Q1 2023 and held it in 6 quarters. The position peaked at $11.3K in Q4 2023. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

New England Capital Financial Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 43 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $2.32K.
New England Capital Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and held it in 6 quarters.
New England Capital Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $11.3K in Q4 2023.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.