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Sound Financial Strategies Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Sound Financial Strategies 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
Q2 		– Sell
-83
Closed -$4.82K – 94
2024
Q1 		$4.82K Hold
83
– – ﹤0.01% 68
2023
Q4 		$4.32K Sell
83
-53,460
-100% -$2.66M ﹤0.01% 67
2023
Q3 		$2.65M Buy
+53,543
New +$2.68M 2.19% 2

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sound Financial Strategies Group's COWZ Position: Q2 2024 in Review

Sound Financial Strategies Group sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2024, closing a stake of 83 shares — an estimated $4.82K sold.

Sound Financial Strategies Group first reported a position in COWZ in Q3 2023 and held it in 3 quarters. The position peaked at $2.65M in Q3 2023. 756 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

  • Sound Financial Strategies Group reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 83 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $4.82K.
  • Sound Financial Strategies Group first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and held it in 3 quarters.
  • Sound Financial Strategies Group's Pacer US Cash Cows 100 ETF position peaked at $2.65M in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on Sound Financial Strategies Group's 13F filing for Q2 2024, filed 12 Aug 2024.