Pathstone Family Office’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Pathstone Family Office’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
2023 Q1	–	Sell	-5,073	Closed	-$233K	–	1276
2022 Q4	$233K	Hold	5,073	–	–	﹤0.01%	1330
2022 Q3	$208K	Buy	+5,073	New	+$228K	﹤0.01%	1332

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

RJFSA

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pathstone Family Office's COWZ Position: Q1 2023 in Review

Pathstone Family Office sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2023, closing a stake of 5,073 shares — an estimated $233K sold.

Pathstone Family Office first reported a position in COWZ in Q3 2022 and held it in 2 quarters. The position peaked at $233K in Q4 2022. 514 funds tracked by Wall St. Rank hold COWZ as of Q1 2023.

Pathstone Family Office reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 5,073 Pacer US Cash Cows 100 ETF shares in Q1 2023, an estimated $233K.
Pathstone Family Office first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and held it in 2 quarters.
Pathstone Family Office's Pacer US Cash Cows 100 ETF position peaked at $233K in Q4 2022.
514 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.