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Next Financial Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Next Financial Group’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
2021
Q4 		$804K Buy
17,080
+6,840
+67% +$314K 0.05% 371
2021
Q3 		$447K Buy
10,240
+1,823
+22% +$80.2K 0.03% 515
2021
Q2 		$360K Buy
8,417
+3,162
+60% +$135K 0.03% 593
2021
Q1 		$214K Buy
5,255
+4,684
+820% +$174K 0.02% 749
2020
Q4 		$19K Buy
+571
New +$17.7K ﹤0.01% 1549

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's COWZ Position: Q4 2021 in Review

Next Financial Group increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 67% in Q4 2021, buying an estimated $314K and bringing the position to 17,080 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #371.

Next Financial Group first reported a position in COWZ in Q4 2020 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold COWZ as of Q4 2021.

  • Next Financial Group held 17,080 shares of Pacer US Cash Cows 100 ETF worth $804K as of Q4 2021.
  • Next Financial Group bought 6,840 Pacer US Cash Cows 100 ETF shares in Q4 2021, an estimated $314K.
  • Pacer US Cash Cows 100 ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #371 holding.
  • Next Financial Group first reported a position in Pacer US Cash Cows 100 ETF in Q4 2020 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.