SOA Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

SOA Wealth Advisors’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 Q2	–	Sell	-60	Closed	-$3.49K	–	864
2024 Q1	$3.49K	Hold	60	–	–	﹤0.01%	648
2023 Q4	$3.12K	Hold	60	–	–	﹤0.01%	648
2023 Q3	$2.97K	Hold	60	–	–	﹤0.01%	673
2023 Q2	$2.87K	Hold	60	–	–	﹤0.01%	682
2023 Q1	$2.82K	Hold	60	–	–	﹤0.01%	690
2022 Q4	$2.77K	Buy	+60	New	+$2.79K	﹤0.01%	701

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SOA Wealth Advisors's COWZ Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2024, closing a stake of 60 shares — an estimated $3.49K sold.

SOA Wealth Advisors first reported a position in COWZ in Q4 2022 and held it in 6 quarters. The position peaked at $3.49K in Q1 2024. 758 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

SOA Wealth Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 60 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $3.49K.
SOA Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and held it in 6 quarters.
SOA Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $3.49K in Q1 2024.
758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.