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

VitalStone 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
2024
Q3 		$30K Buy
519
+16
+3% +$896 0.02% 202
2024
Q2 		$27.4K Sell
503
-106
-17% -$5.88K 0.02% 201
2024
Q1 		$35K Buy
609
+50
+9% +$2.67K 0.03% 195
2023
Q4 		$29K Sell
559
-16,075
-97% -$799K 0.02% 195
2023
Q3 		$806K Buy
+16,634
New +$834K 0.68% 28

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VitalStone Financial's COWZ Position: Q3 2024 in Review

VitalStone Financial increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.2% in Q3 2024, buying an estimated $896 and bringing the position to 519 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #202.

VitalStone Financial first reported a position in COWZ in Q3 2023 and has held it in 5 quarters since. The position peaked at $806K in Q3 2023. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • VitalStone Financial held 519 shares of Pacer US Cash Cows 100 ETF worth $30K as of Q3 2024.
  • VitalStone Financial bought 16 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $896.
  • Pacer US Cash Cows 100 ETF made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #202 holding.
  • VitalStone Financial first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and has held it in 5 quarters since.
  • VitalStone Financial's Pacer US Cash Cows 100 ETF position peaked at $806K in Q3 2023.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.