PCS
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Personal CFO Solutions’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-35,613
Closed -$2.06M – 483
2024
Q3 		$2.06M Buy
35,613
+3,576
+11% +$200K 0.29% 68
2024
Q2 		$1.75M Sell
32,037
-1,787
-5% -$99.2K 0.27% 68
2024
Q1 		$1.97M Buy
33,824
+3,515
+12% +$188K 0.31% 64
2023
Q4 		$1.58M Buy
30,309
+1,816
+6% +$90.3K 0.27% 70
2023
Q3 		$1.41M Buy
28,493
+2,058
+8% +$103K 0.28% 73
2023
Q2 		$1.27M Sell
26,435
-1,435
-5% -$66.6K 0.26% 78
2023
Q1 		$1.31M Buy
27,870
+1,381
+5% +$66K 0.27% 69
2022
Q4 		$1.23M Buy
26,489
+12,455
+89% +$580K 0.26% 70
2022
Q3 		$576K Buy
+14,034
New +$630K 0.14% 139

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return