Safeguard Financial’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-4,182	Closed	-$200K	–	158
2023 Q2	$200K	Buy	+4,182	New	+$194K	0.1%	68
2023 Q1	–	Sell	-9,465	Closed	-$438K	–	71
2022 Q4	$438K	Sell	9,465 -9	-0.1%	-$419	0.31%	42
2022 Q3	$389K	Buy	9,474 +433	+5%	+$19.4K	0.36%	39
2022 Q2	$389K	Buy	+9,041	New	+$435K	0.46%	32

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Safeguard Financial's COWZ Position: Q3 2023 in Review

Safeguard Financial sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2023, closing a stake of 4,182 shares — an estimated $200K sold.

Safeguard Financial first reported a position in COWZ in Q2 2022 and held it in 4 quarters. The position peaked at $438K in Q4 2022. 578 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

Safeguard Financial reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 4,182 Pacer US Cash Cows 100 ETF shares in Q3 2023, an estimated $200K.
Safeguard Financial first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 4 quarters.
Safeguard Financial's Pacer US Cash Cows 100 ETF position peaked at $438K in Q4 2022.
578 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.