Zimmermann Investment Management & Planning’s Pacer Global Cash Cows Dividend ETF GCOW Stock Holding History

Zimmermann Investment Management & Planning’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 Q3	–	Sell	-10,448	Closed	-$352K	–	151
2024 Q2	$352K	Sell	10,448 -18,722	-64%	-$648K	0.12%	102
2024 Q1	$1.01M	Sell	29,170 -1,850	-6%	-$62.9K	0.36%	59
2023 Q4	$1.06M	Sell	31,020 -7,247	-19%	-$237K	0.43%	48
2023 Q3	$1.25M	Sell	38,267 -222,392	-85%	-$7.48M	0.6%	45
2023 Q2	$8.64M	Sell	260,659 -78	-0%	-$2.62K	4.02%	6
2023 Q1	$8.77M	Sell	260,737 -37,087	-12%	-$1.23M	4.58%	5
2022 Q4	$9.45M	Buy	297,824 +48,747	+20%	+$1.48M	5.45%	3
2022 Q3	$6.66M	Buy	249,077 +210,387	+544%	+$6.32M	4.15%	6
2022 Q2	$1.19M	Buy	+38,690	New	+$1.29M	0.82%	35

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

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 $38.8B AUM 21.88% 1-Year Est. Return

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

RJFSA

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

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

Zimmermann Investment Management & Planning's GCOW Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of Pacer Global Cash Cows Dividend ETF (GCOW) in Q3 2024, closing a stake of 10,448 shares — an estimated $352K sold.

Zimmermann Investment Management & Planning first reported a position in GCOW in Q2 2022 and held it in 9 quarters. The position peaked at $9.45M in Q4 2022. 193 funds tracked by Wall St. Rank hold GCOW as of Q3 2024.

Zimmermann Investment Management & Planning reported no remaining Pacer Global Cash Cows Dividend ETF position as of Q3 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 10,448 Pacer Global Cash Cows Dividend ETF shares in Q3 2024, an estimated $352K.
Zimmermann Investment Management & Planning first reported a position in Pacer Global Cash Cows Dividend ETF in Q2 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Pacer Global Cash Cows Dividend ETF position peaked at $9.45M in Q4 2022.
193 funds tracked by Wall St. Rank held Pacer Global Cash Cows Dividend ETF as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.