Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.7K+ 206.55% |
$1.26M - $1.44M
|
36.7K
$2.1M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
24.3K+ 6.64% |
$1.24M - $1.41M
|
391K
$22.4M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 30.72% |
$1.23M - $1.41M
|
103K
$5.93M
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
23.4K+ 5.7% |
$1.19M - $1.36M
|
433K
$24.8M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
22.6K+ 15.68% |
$1.15M - $1.31M
|
167K
$9.55M
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
21.8K+ 14.95% |
$1.1M - $1.26M
|
167K
$9.58M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.4K+ 38.79% |
$1.08M - $1.24M
|
76.4K
$4.37M
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
21.3KNew |
$1.08M - $1.24M
|
21.3K
$1.22M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.1K+ 47.1% |
$1.07M - $1.23M
|
66K
$3.78M
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
20.7K+ 17.59% |
$1.05M - $1.2M
|
138K
$7.93M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.3K+ 11.63% |
$1.03M - $1.18M
|
195K
$11.1M
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
20KNew |
$1.02M - $1.16M
|
20K
$1.15M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20K+ 474.31% |
$1.02M - $1.16M
|
24.2K
$1.39M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
19.7K+ 30.49% |
$998K - $1.14M
|
84.1K
$4.82M
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
19.4K+ 16.09% |
$985K - $1.13M
|
140K
$8.01M
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 3.73% |
$981K - $1.12M
|
538K
$30.8M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.2K+ 6.48% |
$973K - $1.11M
|
315K
$18M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
18.5K+ 34.72% |
$938K - $1.07M
|
71.7K
$4.11M
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
18K+ 72.14% |
$912K - $1.04M
|
42.9K
$2.46M
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 9.45% |
$908K - $1.04M
|
207K
$11.9M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
17.7K+ 0.72% |
$900K - $1.03M
|
2.46M
$141M
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
17.7K+ 5.9% |
$896K - $1.03M
|
317K
$18.2M
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
17.6K+ 125.84% |
$894K - $1.02M
|
31.6K
$1.81M
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17.3KNew |
$877K - $1M
|
17.3K
$989K
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
17.1K+ 3.84% |
$870K - $996K
|
464K
$26.5M
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16.9K+ 8.91% |
$860K - $985K
|
207K
$11.9M
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
16.6K+ 4.13% |
$844K - $966K
|
419K
$24M
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
16.4KNew |
$833K - $953K
|
16.4K
$939K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
16.4K+ 45.96% |
$832K - $952K
|
52K
$2.98M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.2KNew |
$825K - $944K
|
16.2K
$930K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8K+ 4.43% |
$802K - $918K
|
372K
$21.3M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 13.44% |
$790K - $905K
|
131K
$7.53M
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
15.5K+ 15.79% |
$785K - $898K
|
113K
$6.49M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
15.4K+ 79.46% |
$784K - $898K
|
34.9K
$2M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.1K+ 11.26% |
$767K - $878K
|
149K
$8.55M
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
15.1K+ 7.1% |
$764K - $875K
|
227K
$13M
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
14.9KNew |
$759K - $868K
|
14.9K
$856K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 369.59% |
$744K - $851K
|
18.6K
$1.07M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14.3KNew |
$728K - $834K
|
14.3K
$822K
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.3K+ 11.22% |
$728K - $834K
|
142K
$8.14M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14.3K+ 30.7% |
$728K - $833K
|
61.1K
$3.5M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.3K+ 24.19% |
$724K - $828K
|
73.2K
$4.19M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14.2K+ 1.34% |
$718K - $822K
|
1.07M
$61.4M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14KNew |
$709K - $812K
|
14K
$800K
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7KNew |
$693K - $793K
|
13.7K
$782K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
13.6K+ 4.43% |
$692K - $792K
|
322K
$18.4M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 7.28% |
$689K - $789K
|
200K
$11.5M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.8KNew |
$649K - $743K
|
12.8K
$732K
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12.5K+ 60.93% |
$637K - $729K
|
33.1K
$1.9M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12.5K+ 15.41% |
$634K - $726K
|
93.5K
$5.36M
|