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Wunderlich Capital Managemnt’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Wunderlich Capital Managemnt’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
2024
Q2 		$288K Sell
5,290
-152
-3% -$8.44K 0.13% 75
2024
Q1 		$316K Sell
5,442
-558
-9% -$29.8K 0.14% 80
2023
Q4 		$312K Buy
+6,000
New +$298K 0.14% 80

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wunderlich Capital Managemnt's COWZ Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.8% in Q2 2024, selling an estimated $8.44K and leaving 5,290 shares worth $288K. The position accounts for 0.13% of the portfolio, ranked #75.

Wunderlich Capital Managemnt first reported a position in COWZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $316K in Q1 2024. 756 funds tracked by Wall St. Rank hold COWZ as of Q2 2024.

  • Wunderlich Capital Managemnt held 5,290 shares of Pacer US Cash Cows 100 ETF worth $288K as of Q2 2024.
  • Wunderlich Capital Managemnt sold 152 Pacer US Cash Cows 100 ETF shares in Q2 2024, an estimated $8.44K.
  • Pacer US Cash Cows 100 ETF made up 0.13% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #75 holding.
  • Wunderlich Capital Managemnt first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 3 quarters since.
  • Wunderlich Capital Managemnt's Pacer US Cash Cows 100 ETF position peaked at $316K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.