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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

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

WealthPLAN Partners's ECOW Position: Q1 2024 in Review

WealthPLAN Partners sold out of Pacer Emerging Markets Cash Cows 100 ETF (ECOW) in Q1 2024, closing a stake of 41,283 shares — an estimated $833K sold.

WealthPLAN Partners first reported a position in ECOW in Q2 2023 and held it in 3 quarters. The position peaked at $833K in Q4 2023. 48 funds tracked by Wall St. Rank hold ECOW as of Q1 2024.

  • WealthPLAN Partners reported no remaining Pacer Emerging Markets Cash Cows 100 ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 41,283 Pacer Emerging Markets Cash Cows 100 ETF shares in Q1 2024, an estimated $833K.
  • WealthPLAN Partners first reported a position in Pacer Emerging Markets Cash Cows 100 ETF in Q2 2023 and held it in 3 quarters.
  • WealthPLAN Partners's Pacer Emerging Markets Cash Cows 100 ETF position peaked at $833K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Pacer Emerging Markets Cash Cows 100 ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.