Optimum Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Optimum Investment 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 Q2	–	Sell	-350	Closed	-$20.3K	–	641
2024 Q1	$20.3K	Hold	350	–	–	0.01%	453
2023 Q4	$18.2K	Hold	350	–	–	0.01%	454
2023 Q3	$17.3K	Hold	350	–	–	0.01%	486
2023 Q2	$16.8K	Hold	350	–	–	0.01%	497
2023 Q1	$16.4K	Hold	350	–	–	0.01%	503
2022 Q4	$16.2K	Hold	350	–	–	0.01%	518
2022 Q3	$14K	Hold	350	–	–	0.01%	540
2022 Q2	$15K	Sell	350 -420	-55%	-$20.2K	0.01%	551
2022 Q1	$38K	Buy	770 +321	+71%	+$15.5K	0.02%	483
2021 Q4	$21K	Buy	+449	New	+$20.6K	0.01%	591

Other funds holding COWZ

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return