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Simplicity Solutions’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Simplicity Solutions’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 		$224K Buy
+4,316
New +$215K 0.01% 936
2023
Q2 		– Sell
-8,934
Closed -$419K – 1083
2023
Q1 		$419K Buy
+8,934
New +$427K 0.01% 742

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
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
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

Simplicity Solutions's COWZ Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q4 2023: 4,316 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #936 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in COWZ as recently as Q1 2023.

Simplicity Solutions first reported a position in COWZ in Q1 2023 and has held it in 2 quarters since. The position peaked at $419K in Q1 2023. 677 funds tracked by Wall St. Rank hold COWZ as of Q4 2023.

  • Simplicity Solutions held 4,316 shares of Pacer US Cash Cows 100 ETF worth $224K as of Q4 2023.
  • Pacer US Cash Cows 100 ETF was a new Simplicity Solutions position in Q4 2023.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #936 holding.
  • Simplicity Solutions first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 2 quarters since.
  • Simplicity Solutions's Pacer US Cash Cows 100 ETF position peaked at $419K in Q1 2023.
  • 677 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.