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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Optimum Investment Advisors's COWZ Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2024, closing a stake of 350 shares — an estimated $20.3K sold.

Optimum Investment Advisors first reported a position in COWZ in Q4 2021 and held it in 10 quarters. The position peaked at $38K in Q1 2022. 757 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

Optimum Investment Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
Optimum Investment Advisors sold 350 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $20.3K.
Optimum Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and held it in 10 quarters.
Optimum Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $38K in Q1 2022.
757 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.