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Pacer Fds Tr us cash cows 100 shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Pacer Fds Tr us cash cows 100 (COWZ) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Pacer Fds Tr us cash cows 100

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr us cash cows 100 held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr us cash cows 100 by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 24k 57.83
2024-06-30 $914k 17k 54.49
2024-03-31 $868k 15k 58.11

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Amazon (AMZN)
Nike CL B (NKE)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)

View all positions for Circle Wealth Management

Top funds holding Pacer Fds Tr us cash cows 100

Bank of America Corporation
Morgan Stanley
LPL Financial
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Advisor Group Holdings
Raymond James & Associates
Envestnet Asset Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Commonwealth Equity Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
Mml Investors Services
Wealth Enhancement Advisory Services

View all funds holding Pacer Fds Tr us cash cows 100