Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
481+ 1.75% |
$21.3K - $23K
|
27.9K
$1.6M
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
438+ 0.93% |
$19.4K - $21K
|
47.6K
$2.72M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
425New |
$18.9K - $20.4K
|
425
$24.3K
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
385+ 2.09% |
$17.1K - $18.4K
|
18.8K
$1.08M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
360+ 3.34% |
$16K - $17.2K
|
11.1K
$638K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
329New |
$14.6K - $15.8K
|
329
$18.8K
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
307+ 7.1% |
$13.6K - $14.7K
|
4.63K
$265K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
306New |
$13.6K - $14.7K
|
306
$17.5K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
300+ 2.7% |
$13.3K - $14.4K
|
11.4K
$654K
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
294+ 2.59% |
$13K - $14.1K
|
11.6K
$667K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
276+ 11.11% |
$12.2K - $13.2K
|
2.76K
$158K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
272New |
$12.1K - $13K
|
272
$15.6K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
255New |
$11.3K - $12.2K
|
255
$14.6K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
250+ 0.77% |
$11.1K - $12K
|
32.7K
$1.87M
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
241+ 1.16% |
$10.7K - $11.5K
|
21.1K
$1.21M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
231+ 4.03% |
$10.2K - $11.1K
|
5.97K
$342K
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
222+ 2.07% |
$9.85K - $10.6K
|
11K
$628K
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
222+ 0.24% |
$9.85K - $10.6K
|
92.9K
$5.32M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
210New |
$9.32K - $10.1K
|
210
$12K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
202+ 2.11% |
$8.96K - $9.68K
|
9.78K
$560K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
166+ 11.35% |
$7.37K - $7.95K
|
1.63K
$93.3K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
162+ 37.59% |
$7.19K - $7.76K
|
593
$34K
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
155+ 3.14% |
$6.88K - $7.42K
|
5.08K
$291K
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
145+ 0.58% |
$6.43K - $6.95K
|
25.3K
$1.45M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
136+ 0.1% |
$6.03K - $6.51K
|
138K
$7.89M
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
121+ 0.23% |
$5.37K - $5.8K
|
52.4K
$3M
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
86+ 0.68% |
$3.82K - $4.12K
|
12.7K
$725K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
81+ 1.59% |
$3.59K - $3.88K
|
5.17K
$296K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
79+ 0.8% |
$3.51K - $3.78K
|
9.96K
$571K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
77+ 0.54% |
$3.42K - $3.69K
|
14.5K
$828K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
74New |
$3.28K - $3.54K
|
74
$4.24K
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
74+ 0.06% |
$3.28K - $3.54K
|
124K
$7.1M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
66+ 38.82% |
$2.93K - $3.16K
|
236
$13.5K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
64+ 2.28% |
$2.84K - $3.07K
|
2.87K
$164K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
56+ 0.6% |
$2.48K - $2.68K
|
9.46K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
35+ 0.17% |
$1.55K - $1.68K
|
20.5K
$1.18M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
35+ 0.36% |
$1.55K - $1.68K
|
9.89K
$566K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.05% |
$621 - $671
|
29.2K
$1.67M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$532 - $575
|
3.99K
$229K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8+ 1.79% |
$355 - $383
|
455
$26.1K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7+ 0.16% |
$311 - $335
|
4.44K
$254K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.27% |
$177 - $192
|
1.48K
$84.5K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.23% |
$177 - $192
|
1.78K
$102K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2New |
$88.7 - $95.8
|
2
$115
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.46% |
$44.4 - $47.9
|
217
$12.4K
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$44.4 - $47.9
|
10.1K
$576K
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-18- 0.03% |
$799 - $862
|
60.2K
$3.45M
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-24- 0.31% |
$1.06K - $1.15K
|
7.76K
$444K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 0.61% |
$1.11K - $1.2K
|
4.07K
$233K
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-34- 0.18% |
$1.51K - $1.63K
|
18.7K
$1.07M
|