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Realta Investment Advisors’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Realta Investment Advisors’s Portfolio COWG Stock Details COWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,480
Closed -$40.2K – 415
2024
Q2 		$40.2K Sell
1,480
-20
-1% -$518 0.01% 553
2024
Q1 		$39K Buy
+1,500
New +$37.3K 0.01% 583

Other funds holding COWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LIWM
Long Island Wealth Management Melville, New York $216M AUM 14.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Realta Investment Advisors's COWG Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q3 2024, closing a stake of 1,480 shares — an estimated $40.2K sold.

Realta Investment Advisors first reported a position in COWG in Q1 2024 and held it in 2 quarters. The position peaked at $40.2K in Q2 2024. 56 funds tracked by Wall St. Rank hold COWG as of Q3 2024.

  • Realta Investment Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,480 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2024, an estimated $40.2K.
  • Realta Investment Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $40.2K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.