Resource Planning Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Resource Planning Group’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 Q4	$346K	Sell	6,647 -1,123	-14%	-$55.8K	0.22%	56
2023 Q3	$384K	Buy	7,770 +12	+0.2%	+$602	0.33%	39
2023 Q2	$371K	Sell	7,758 -24	-0.3%	-$1.11K	0.3%	41
2023 Q1	$365K	Sell	7,782 -3,555	-31%	-$170K	0.3%	42
2022 Q4	$524K	Sell	11,337 -5,452	-32%	-$254K	0.42%	40
2022 Q3	$689K	Sell	16,789 -473	-3%	-$21.2K	0.6%	33
2022 Q2	$743K	Buy	+17,262	New	+$830K	0.62%	34

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Resource Planning Group's COWZ Position: Q4 2023 in Review

Resource Planning Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 14% in Q4 2023, selling an estimated $55.8K and leaving 6,647 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #56.

Resource Planning Group first reported a position in COWZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $743K in Q2 2022. 677 funds tracked by Wall St. Rank hold COWZ as of Q4 2023.

Resource Planning Group held 6,647 shares of Pacer US Cash Cows 100 ETF worth $346K as of Q4 2023.
Resource Planning Group sold 1,123 Pacer US Cash Cows 100 ETF shares in Q4 2023, an estimated $55.8K.
Pacer US Cash Cows 100 ETF made up 0.22% of Resource Planning Group's portfolio in Q4 2023, its #56 holding.
Resource Planning Group first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 7 quarters since.
Resource Planning Group's Pacer US Cash Cows 100 ETF position peaked at $743K in Q2 2022.
677 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.