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

Retirement 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
2024 Q1	$14K	Sell	285 -65	-19%	-$3.47K	0.01%	408
2023 Q4	$16.8K	Sell	350 -1,500	-81%	-$74.6K	0.01%	368
2023 Q3	$77.1K	Hold	1,850	–	–	0.03%	162
2023 Q2	$75.3K	Hold	1,850	–	–	0.03%	164
2023 Q1	$70K	Hold	1,850	–	–	0.03%	163
2022 Q4	$67K	Buy	1,850 +1,430	+340%	+$66.6K	0.03%	161
2022 Q3	$17K	Sell	420 -519	-55%	-$23.3K	0.01%	193
2022 Q2	$40K	Sell	939 -300	-24%	-$14.4K	0.02%	235
2022 Q1	$62K	Buy	1,239 +544	+78%	+$26.2K	0.02%	212
2021 Q4	$33K	Buy	+695	New	+$31.9K	0.01%	261

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Retirement Group's COWZ Position: Q1 2024 in Review

Retirement Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 19% in Q1 2024, selling an estimated $3.47K and leaving 285 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #408.

Retirement Group first reported a position in COWZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $77.1K in Q3 2023. 726 funds tracked by Wall St. Rank hold COWZ as of Q1 2024.

Retirement Group held 285 shares of Pacer US Cash Cows 100 ETF worth $14K as of Q1 2024.
Retirement Group sold 65 Pacer US Cash Cows 100 ETF shares in Q1 2024, an estimated $3.47K.
Pacer US Cash Cows 100 ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #408 holding.
Retirement Group first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 10 quarters since.
Retirement Group's Pacer US Cash Cows 100 ETF position peaked at $77.1K in Q3 2023.
726 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.