Activest Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Activest Wealth Management’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19	Closed	-$1.11K	–	906
2024 Q3	$1.08K	Hold	19	–	–	﹤0.01%	456
2024 Q2	$1.01K	Hold	19	–	–	﹤0.01%	434
2024 Q1	$1.08K	Buy	19 +1	+6%	+$53	﹤0.01%	327
2023 Q4	$955	Hold	18	–	–	﹤0.01%	289
2023 Q3	$908	Buy	+18	New	+$902	﹤0.01%	300
2023 Q2	–	Sell	-136	Closed	-$6.38K	–	311
2023 Q1	$6.38K	Sell	136 -3,091	-96%	-$148K	﹤0.01%	200
2022 Q4	$149K	Buy	3,227 +3,209	+17,828%	+$149K	0.04%	106
2022 Q3	$1K	Buy	+18	New	+$808	﹤0.01%	408

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Activest Wealth Management's COWZ Position: Q4 2024 in Review

Activest Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 19 shares — an estimated $1.11K sold.

Activest Wealth Management first reported a position in COWZ in Q3 2022 and held it in 8 quarters. The position peaked at $149K in Q4 2022. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Activest Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
Activest Wealth Management sold 19 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $1.11K.
Activest Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and held it in 8 quarters.
Activest Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $149K in Q4 2022.
856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Activest Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.