Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
17.5KNew |
$774K - $878K
|
17.5K
$1M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17.5K+ 30.41% |
$774K - $877K
|
74.9K
$4.29M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
17.4KNew |
$770K - $873K
|
17.4K
$994K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.8K+ 78.67% |
$744K - $843K
|
38.1K
$2.18M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
16.8K+ 15.67% |
$743K - $842K
|
124K
$7.08M
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
16.5K+ 6.07% |
$730K - $827K
|
288K
$16.5M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.3K+ 10.18% |
$724K - $821K
|
177K
$10.1M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.1K+ 5.41% |
$713K - $808K
|
313K
$17.9M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.9KNew |
$706K - $800K
|
15.9K
$911K
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
15.7K+ 21.03% |
$697K - $790K
|
90.5K
$5.18M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
14.9K+ 12.04% |
$662K - $750K
|
139K
$7.95M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 11.27% |
$657K - $745K
|
146K
$8.38M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 26.37% |
$639K - $724K
|
69.1K
$3.95M
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
14.4KNew |
$638K - $723K
|
14.4K
$823K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
13.9K+ 229.49% |
$617K - $700K
|
20K
$1.14M
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.6K+ 1.69% |
$601K - $681K
|
817K
$46.7M
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 2.43% |
$600K - $680K
|
571K
$32.7M
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
13.5K+ 23.71% |
$598K - $678K
|
70.4K
$4.03M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13.4KNew |
$593K - $672K
|
13.4K
$765K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13.3K+ 94.0% |
$589K - $668K
|
27.4K
$1.57M
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13KNew |
$576K - $652K
|
13K
$743K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 14.71% |
$575K - $651K
|
101K
$5.79M
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 43.06% |
$574K - $651K
|
43K
$2.46M
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.9K+ 3.81% |
$574K - $650K
|
353K
$20.2M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.6K+ 26.99% |
$559K - $634K
|
59.4K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.6KNew |
$557K - $632K
|
12.6K
$719K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12.4K+ 12.06% |
$551K - $625K
|
116K
$6.61M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.2KNew |
$539K - $611K
|
12.2K
$696K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 10.28% |
$537K - $608K
|
130K
$7.43M
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
12K+ 31.96% |
$534K - $605K
|
49.7K
$2.85M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
11.7K+ 26.64% |
$517K - $586K
|
55.5K
$3.18M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7KNew |
$517K - $586K
|
11.7K
$667K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
11.6K+ 18.52% |
$513K - $581K
|
74K
$4.24M
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
11.5K+ 19.07% |
$512K - $580K
|
72.1K
$4.13M
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
11.5K+ 30.06% |
$509K - $577K
|
49.7K
$2.84M
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
11.3KNew |
$503K - $570K
|
11.3K
$649K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
11.1K+ 1.24% |
$491K - $557K
|
905K
$51.8M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11.1KNew |
$490K - $556K
|
11.1K
$633K
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
10.7K+ 6.29% |
$472K - $536K
|
180K
$10.3M
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.7KNew |
$472K - $535K
|
10.7K
$610K
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10.5KNew |
$464K - $526K
|
10.5K
$599K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10.5KNew |
$464K - $526K
|
10.5K
$599K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.3K+ 49.45% |
$458K - $519K
|
31.2K
$1.79M
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 13.89% |
$457K - $518K
|
84.5K
$4.84M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.57KNew |
$424K - $481K
|
9.57K
$548K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.47K+ 9.23% |
$420K - $476K
|
112K
$6.42M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.47KNew |
$419K - $476K
|
9.47K
$542K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
9.41KNew |
$417K - $473K
|
9.41K
$538K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.08K+ 19.46% |
$402K - $456K
|
55.7K
$3.19M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.93KNew |
$396K - $449K
|
8.93K
$511K
|