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Second Half Financial Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Second Half Financial Partners’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
-31,702
Closed -$1.52M – 54
2023
Q2 		$1.52M Buy
+31,702
New +$1.47M 0.35% 75

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Second Half Financial Partners's COWZ Position: Q3 2023 in Review

Second Half Financial Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2023, closing a stake of 31,702 shares — an estimated $1.52M sold.

Second Half Financial Partners first reported a position in COWZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.52M in Q2 2023. 578 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

  • Second Half Financial Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 31,702 Pacer US Cash Cows 100 ETF shares in Q3 2023, an estimated $1.52M.
  • Second Half Financial Partners first reported a position in Pacer US Cash Cows 100 ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Pacer US Cash Cows 100 ETF position peaked at $1.52M in Q2 2023.
  • 578 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.