Windsor Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Windsor Wealth Management’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
2023 Q3	$25.2M	Buy	509,187 +69,573	+16%	+$3.49M	4.61%	5
2023 Q2	$21M	Buy	439,614 +312,988	+247%	+$14.5M	3.78%	6
2023 Q1	$6M	Buy	+126,626	New	+$6.05M	1.16%	24

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Windsor Wealth Management's COWZ Position: Q3 2023 in Review

Windsor Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 16% in Q3 2023, buying an estimated $3.49M and bringing the position to 509,187 shares worth $25.2M. The position accounts for 4.61% of the portfolio, ranked #5.

Windsor Wealth Management first reported a position in COWZ in Q1 2023 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

Windsor Wealth Management held 509,187 shares of Pacer US Cash Cows 100 ETF worth $25.2M as of Q3 2023.
Windsor Wealth Management bought 69,573 Pacer US Cash Cows 100 ETF shares in Q3 2023, an estimated $3.49M.
Pacer US Cash Cows 100 ETF made up 4.61% of Windsor Wealth Management's portfolio in Q3 2023, its #5 holding.
Windsor Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 3 quarters since.
577 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.