Pillar Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Pillar Wealth 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 Q3	–	Sell	-9,790	Closed	-$533K	–	16
2024 Q2	$533K	Hold	9,790	–	–	0.64%	37
2024 Q1	$569K	Sell	9,790 -9,417	-49%	-$503K	0.43%	45
2023 Q4	$999K	Hold	19,207	–	–	0.77%	32
2023 Q3	$949K	Hold	19,207	–	–	0.82%	32
2023 Q2	$919K	Buy	19,207 +669	+4%	+$31.1K	0.77%	36
2023 Q1	$870K	Hold	18,538	–	–	0.87%	27
2022 Q4	$857K	Buy	18,538 +9,286	+100%	+$432K	0.83%	29
2022 Q3	$380K	Buy	9,252 +1,650	+22%	+$74.1K	0.38%	42
2022 Q2	$327K	Buy	+7,602	New	+$366K	0.33%	45

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pillar Wealth Advisors's COWZ Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2024, closing a stake of 9,790 shares — an estimated $533K sold.

Pillar Wealth Advisors first reported a position in COWZ in Q2 2022 and held it in 9 quarters. The position peaked at $999K in Q4 2023. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

Pillar Wealth Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 9,790 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $533K.
Pillar Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 9 quarters.
Pillar Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $999K in Q4 2023.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.