WR Wealth Planners’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

WR Wealth Planners’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
2024 Q4	$25.7K	Buy	763 +3	+0.4%	+$105	0.01%	422
2024 Q3	$27.7K	Sell	760 -75,688	-99%	-$2.67M	0.01%	431
2024 Q2	$2.58M	Buy	76,448 +9,862	+15%	+$341K	0.79%	23
2024 Q1	$2.31M	Buy	66,586 +19,354	+41%	+$658K	0.72%	25
2023 Q4	$1.62M	Buy	47,232 +4,835	+11%	+$158K	0.6%	37
2023 Q3	$1.38M	Buy	42,397 +4,157	+11%	+$140K	0.53%	33
2023 Q2	$1.27M	Buy	38,240 +3,512	+10%	+$118K	0.49%	37
2023 Q1	$1.17M	Buy	34,728 +2,288	+7%	+$76K	0.5%	36
2022 Q4	$1.03M	Buy	32,440 +1,560	+5%	+$47.3K	0.63%	31
2022 Q3	$826K	Buy	30,880 +1,696	+6%	+$51K	0.58%	29
2022 Q2	$899K	Buy	+29,184	New	+$971K	0.59%	29

Other funds holding GCOW

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WR Wealth Planners's GCOW Position: Q4 2024 in Review

WR Wealth Planners increased its Pacer Global Cash Cows Dividend ETF (GCOW) stake by 0.39% in Q4 2024, buying an estimated $105 and bringing the position to 763 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #422.

WR Wealth Planners first reported a position in GCOW in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.58M in Q2 2024. 201 funds tracked by Wall St. Rank hold GCOW as of Q4 2024.

WR Wealth Planners held 763 shares of Pacer Global Cash Cows Dividend ETF worth $25.7K as of Q4 2024.
WR Wealth Planners bought 3 Pacer Global Cash Cows Dividend ETF shares in Q4 2024, an estimated $105.
Pacer Global Cash Cows Dividend ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #422 holding.
WR Wealth Planners first reported a position in Pacer Global Cash Cows Dividend ETF in Q2 2022 and has held it in 11 quarters since.
WR Wealth Planners's Pacer Global Cash Cows Dividend ETF position peaked at $2.58M in Q2 2024.
201 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.