Purchases and Sales Made in Q1 2023 in Pacer Fds Tr Us Cash Cows 100 (COWZ)
This table provides information about the institutional ownership of Pacer Fds Tr Us Cash Cows 100 (COWZ) during Q1 2023. The information is specifically focused on institutions that hold shares of PACER FDS TR US CASH COWS 100 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-12.5K- 2.06% |
$552K - $626K
|
594K
$34M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-14K- 45.72% |
$620K - $702K
|
16.6K
$951K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-14K- 34.51% |
$622K - $705K
|
26.6K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.1K- 1.59% |
$625K - $708K
|
873K
$50M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.9K- 86.88% |
$661K - $749K
|
2.25K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.9K- 49.43% |
$706K - $800K
|
16.3K
$933K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16.2K- 4.64% |
$719K - $815K
|
333K
$19.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-16.5K- 0.64% |
$730K - $828K
|
2.55M
$146M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.6K- 3.47% |
$737K - $835K
|
463K
$26.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.5K- 11.83% |
$818K - $927K
|
138K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-23.5K- 8.11% |
$1.04M - $1.18M
|
266K
$15.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.8K- 98.12% |
$1.05M - $1.19M
|
455
$26.1K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24.3K- 48.72% |
$1.08M - $1.22M
|
25.6K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-24.6K- 8.51% |
$1.09M - $1.24M
|
265K
$15.2M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-29.8K- 44.96% |
$1.32M - $1.5M
|
36.5K
$2.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-31.2K- 80.38% |
$1.38M - $1.57M
|
7.62K
$436K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.8K- 5.72% |
$1.41M - $1.6M
|
524K
$30M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35.2K- 55.51% |
$1.56M - $1.77M
|
28.2K
$1.62M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-58.9K- 13.06% |
$2.61M - $2.96M
|
392K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-59.8K- 57.79% |
$2.65M - $3M
|
43.7K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Granby Capital Management, LLC
|
SELL
|
- |
-60K- 37.5% |
$2.66M - $3.01M
|
100K
$5.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-60.7K- 32.21% |
$2.69M - $3.05M
|
128K
$7.31M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-63.2K- 25.26% |
$2.8M - $3.18M
|
187K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-68.8K- 19.25% |
$3.05M - $3.46M
|
289K
$16.5M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-68.8K- 17.99% |
$3.05M - $3.46M
|
314K
$18M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-69K- 12.47% |
$3.06M - $3.46M
|
484K
$27.7M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-69.9K- 18.26% |
$3.1M - $3.51M
|
313K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71.2K- 14.2% |
$3.15M - $3.58M
|
430K
$24.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-74.4K- 55.26% |
$3.3M - $3.74M
|
60.2K
$3.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-78.3K- 96.75% |
$3.47M - $3.93M
|
2.63K
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-81.2K- 50.05% |
$3.6M - $4.08M
|
81K
$4.64M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-81.7K- 22.51% |
$3.62M - $4.11M
|
281K
$16.1M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-115K- 92.39% |
$5.11M - $5.79M
|
9.5K
$544K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-116K- 23.02% |
$5.16M - $5.84M
|
389K
$22.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-130K- 24.18% |
$5.75M - $6.52M
|
407K
$23.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-143K- 48.56% |
$6.35M - $7.19M
|
152K
$8.69M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-150K- 21.83% |
$6.63M - $7.51M
|
535K
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-151K- 71.39% |
$6.7M - $7.59M
|
60.6K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-161K- 57.35% |
$7.14M - $8.09M
|
120K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-219K- 45.02% |
$9.69M - $11M
|
267K
$15.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-264K- 42.6% |
$11.7M - $13.3M
|
356K
$20.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-401K- 74.84% |
$17.8M - $20.1M
|
135K
$7.72M
|