Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
358+ 0.71% |
$16.9K - $18.9K
|
50.8K
$2.88M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
341+ 378.89% |
$16.1K - $18K
|
431
$24.4K
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
338+ 2.81% |
$15.9K - $17.8K
|
12.4K
$701K
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
335+ 6.43% |
$15.8K - $17.7K
|
5.55K
$315K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
328New |
$15.4K - $17.3K
|
328
$18.6K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
302+ 5.95% |
$14.2K - $15.9K
|
5.38K
$305K
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
293+ 2.05% |
$13.8K - $15.5K
|
14.6K
$826K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
272New |
$12.8K - $14.4K
|
272
$15.4K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
251+ 1.55% |
$11.8K - $13.2K
|
16.4K
$933K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
243+ 0.9% |
$11.4K - $12.8K
|
27.2K
$1.54M
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$11K - $12.4K
|
234
$13.3K
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
226+ 1.51% |
$10.6K - $11.9K
|
15.2K
$864K
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
200+ 0.63% |
$9.42K - $10.6K
|
31.8K
$1.8M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
180+ 1.49% |
$8.48K - $9.5K
|
12.3K
$697K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
179New |
$8.43K - $9.45K
|
179
$10.2K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
155New |
$7.3K - $8.18K
|
155
$8.79K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
155+ 2.15% |
$7.3K - $8.18K
|
7.36K
$417K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
149+ 9.41% |
$7.02K - $7.86K
|
1.73K
$98.3K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
130+ 1.34% |
$6.12K - $6.86K
|
9.85K
$559K
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
130+ 0.63% |
$6.12K - $6.86K
|
20.9K
$1.19M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
110+ 52.13% |
$5.18K - $5.81K
|
321
$18.2K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$4.71K - $5.28K
|
100
$5.67K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
94+ 0.78% |
$4.43K - $4.96K
|
12.2K
$693K
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
92New |
$4.33K - $4.86K
|
92
$5.22K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75+ 375.0% |
$3.53K - $3.96K
|
95
$5.39K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
60New |
$2.83K - $3.17K
|
60
$3.4K
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
60+ 0.78% |
$2.83K - $3.17K
|
7.77K
$441K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53New |
$2.5K - $2.8K
|
53
$3.01K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38New |
$1.79K - $2.01K
|
38
$2.16K
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
35+ 0.09% |
$1.65K - $1.85K
|
37.2K
$2.11M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
29New |
$1.37K - $1.53K
|
29
$1.64K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
18New |
$848 - $950
|
18
$1.02K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 0.59% |
$283 - $317
|
1.02K
$57.9K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.13% |
$47.1 - $52.8
|
759
$43.1K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-7- 7.07% |
$330 - $369
|
92
$5.22K
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-7- 0.14% |
$330 - $369
|
5.05K
$286K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-26- 0.44% |
$1.22K - $1.37K
|
5.9K
$335K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-46- 0.84% |
$2.17K - $2.43K
|
5.42K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-69- 0.22% |
$3.25K - $3.64K
|
31K
$1.76M
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-156- 0.33% |
$7.35K - $8.23K
|
46.9K
$2.66M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-190- 0.99% |
$8.95K - $10K
|
18.9K
$1.07M
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-192- 0.34% |
$9.04K - $10.1K
|
56.5K
$3.2M
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-192- 1.54% |
$9.04K - $10.1K
|
12.3K
$698K
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-204- 3.78% |
$9.61K - $10.8K
|
5.19K
$294K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-223- 43.55% |
$10.5K - $11.8K
|
289
$16.4K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-227- 2.1% |
$10.7K - $12K
|
10.6K
$599K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-260- 2.84% |
$12.2K - $13.7K
|
8.89K
$504K
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-269- 1.98% |
$12.7K - $14.2K
|
13.3K
$757K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-272- 0.4% |
$12.8K - $14.4K
|
67.5K
$3.83M
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-286- 0.33% |
$13.5K - $15.1K
|
85.8K
$4.87M
|