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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.49K+ 20.03% |
$353K - $395K
|
44.9K
$2.68M
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
7.41KNew |
$349K - $391K
|
7.41K
$442K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.38K+ 6.54% |
$348K - $390K
|
120K
$7.17M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.36KNew |
$347K - $389K
|
7.36K
$439K
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.26K+ 9.85% |
$342K - $383K
|
81K
$4.83M
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.22KNew |
$340K - $381K
|
7.22K
$430K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.19K+ 50.57% |
$339K - $380K
|
21.4K
$1.28M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.93K+ 41.66% |
$326K - $366K
|
23.6K
$1.41M
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.82K+ 11.89% |
$321K - $360K
|
64.2K
$3.83M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.64KNew |
$313K - $351K
|
6.64K
$396K
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.59KNew |
$310K - $348K
|
6.59K
$393K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6.46K+ 12.88% |
$304K - $341K
|
56.6K
$3.37M
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.38K+ 144.29% |
$300K - $337K
|
10.8K
$644K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.28KNew |
$296K - $332K
|
6.28K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.26KNew |
$295K - $330K
|
6.26K
$373K
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.26K+ 63.62% |
$295K - $330K
|
16.1K
$960K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6.1K+ 87.14% |
$287K - $322K
|
13.1K
$781K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
6.05K+ 76.22% |
$285K - $319K
|
14K
$834K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
6.03K+ 14.59% |
$284K - $318K
|
47.3K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.03KNew |
$284K - $318K
|
6.03K
$359K
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
6KNew |
$283K - $317K
|
6K
$358K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$279K - $313K
|
5.93K
$354K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.8KNew |
$273K - $306K
|
5.8K
$346K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.76KNew |
$271K - $304K
|
5.76K
$344K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.68KNew |
$267K - $300K
|
5.68K
$338K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.5K+ 4.59% |
$259K - $291K
|
125K
$7.48M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.49KNew |
$258K - $290K
|
5.49K
$327K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.44K+ 19.7% |
$256K - $287K
|
33.1K
$1.97M
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.43KNew |
$256K - $286K
|
5.43K
$324K
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.3KNew |
$249K - $280K
|
5.3K
$316K
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.26K+ 6.46% |
$247K - $277K
|
86.6K
$5.16M
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
5.17K+ 2.32% |
$244K - $273K
|
228K
$13.6M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.16KNew |
$243K - $272K
|
5.16K
$308K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
5.12K+ 105.98% |
$241K - $270K
|
9.95K
$593K
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.11K+ 4.33% |
$241K - $270K
|
123K
$7.35M
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.11KNew |
$240K - $270K
|
5.11K
$305K
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.1K+ 8.28% |
$240K - $269K
|
66.6K
$3.97M
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.05K+ 3.69% |
$238K - $266K
|
142K
$8.45M
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
5.01K+ 14.77% |
$236K - $264K
|
38.9K
$2.32M
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.97K+ 23.31% |
$234K - $262K
|
26.3K
$1.57M
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.79KNew |
$226K - $253K
|
4.79K
$286K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.78KNew |
$225K - $252K
|
4.78K
$285K
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.76KNew |
$224K - $251K
|
4.76K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.74KNew |
$223K - $250K
|
4.74K
$283K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$221K - $248K
|
4.7K
$280K
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
4.69KNew |
$221K - $248K
|
4.69K
$280K
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.54K+ 2.31% |
$214K - $239K
|
201K
$12M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.49K+ 12.88% |
$211K - $237K
|
39.3K
$2.34M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.46KNew |
$210K - $235K
|
4.46K
$266K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.41K+ 10.47% |
$208K - $233K
|
46.5K
$2.78M
|