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AllGen Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

AllGen Financial Advisors’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
2025
Q2 		– Sell
-131,179
Closed -$7.18M – 45
2025
Q1 		$7.18M Buy
131,179
+177
+0.1% +$10.1K 2.13% 11
2024
Q4 		$7.4M Sell
131,002
-2,010
-2% -$118K 2.48% 10
2024
Q3 		$7.69M Buy
133,012
+68,179
+105% +$3.82M 2.5% 11
2024
Q2 		$3.53M Buy
+64,833
New +$3.6M 1.34% 16

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AllGen Financial Advisors's COWZ Position: Q2 2025 in Review

AllGen Financial Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 131,179 shares — an estimated $7.18M sold.

AllGen Financial Advisors first reported a position in COWZ in Q2 2024 and held it in 4 quarters. The position peaked at $7.69M in Q3 2024. 801 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • AllGen Financial Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 131,179 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $7.18M.
  • AllGen Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and held it in 4 quarters.
  • AllGen Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $7.69M in Q3 2024.
  • 801 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on AllGen Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.