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WealthPLAN Partners’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

WealthPLAN Partners’s Portfolio GCOW Stock Details GCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-249
Closed -$8.25K – 610
2023
Q2 		$8.25K Hold
249
– – ﹤0.01% 827
2023
Q1 		$8.37K Buy
+249
New +$8.27K ﹤0.01% 905

Other funds holding GCOW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPLAN Partners's GCOW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q3 2023, closing a stake of 249 shares — an estimated $8.25K sold.

WealthPLAN Partners first reported a position in GCOW in Q1 2023 and held it in 2 quarters. The position peaked at $8.37K in Q1 2023. 157 funds tracked by Wall St. Rank hold GCOW as of Q3 2023.

  • WealthPLAN Partners reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 249 Pacer Global Cash Cows Dividend ETF shares in Q3 2023, an estimated $8.25K.
  • WealthPLAN Partners first reported a position in Pacer Global Cash Cows Dividend ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Pacer Global Cash Cows Dividend ETF position peaked at $8.37K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.