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Pacer Fds Tr us cash cows 100 shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 212k 58.54
2024-06-30 $11M 204k 56.05
2024-03-31 $10M 188k 54.96
2023-12-31 $10M 201k 51.06
2023-09-30 $9.8M 196k 50.06
2023-06-30 $9.1M 186k 49.02
2023-03-31 $8.1M 179k 45.16

More positions owned by Instrumental Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Pacer Us Small (CALF)
Amplify Etf Tr Amplify Cybersec (HACK)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Instrumental Wealth

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