WealthPLAN Partners’s Pacer Emerging Markets Cash Cows 100 ETF ECOW Stock Holding History

WealthPLAN Partners’s Portfolio ECOW Stock Details ECOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-41,283	Closed	-$833K	–	323
2023 Q4	$833K	Buy	41,283 +2,123	+5%	+$40.2K	0.09%	167
2023 Q3	$750K	Buy	39,160 +35,650	+1,016%	+$708K	0.09%	163
2023 Q2	$67.6K	Buy	+3,510	New	+$67.7K	0.01%	456

Other funds holding ECOW

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllGen Financial Advisors Orlando, Florida $422M AUM 16% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return