Amplius Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Amplius Wealth 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	-4,173	Closed	-$228K	–	204
2025 Q1	$228K	Buy	4,173 +6	+0.1%	+$342	0.02%	171
2024 Q4	$235K	Buy	4,167 +333	+9%	+$19.5K	0.02%	159
2024 Q3	$222K	Buy	3,834 +3	+0.1%	+$168	0.02%	164
2024 Q2	$209K	Buy	+3,831	New	+$213K	0.02%	160
2023 Q4	–	Sell	-4,150	Closed	-$205K	–	173
2023 Q3	$205K	Buy	+4,150	New	+$208K	0.03%	152
2023 Q2	–	Sell	-6,604	Closed	-$310K	–	168
2023 Q1	$310K	Sell	6,604 -747	-10%	-$35.7K	0.04%	121
2022 Q4	$340K	Sell	7,351 -3,798	-34%	-$177K	0.05%	110
2022 Q3	$457K	Sell	11,149 -10,885	-49%	-$489K	0.08%	91
2022 Q2	$949K	Buy	+22,034	New	+$1.06M	0.15%	60
2022 Q1	–	Sell	-1,433	Closed	-$67K	–	315
2021 Q4	$67K	Buy	+1,433	New	+$65.7K	0.01%	293

Other funds holding COWZ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Amplius Wealth Advisors's COWZ Position: Q2 2025 in Review

Amplius Wealth Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 4,173 shares — an estimated $228K sold.

Amplius Wealth Advisors first reported a position in COWZ in Q4 2021 and held it in 10 quarters. The position peaked at $949K in Q2 2022. 804 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

Amplius Wealth Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 4,173 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $228K.
Amplius Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and held it in 10 quarters.
Amplius Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $949K in Q2 2022.
804 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Amplius Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.