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

Atlas 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
2024 Q4	$3.41M	Buy	60,342 +35,171	+140%	+$2.06M	5.32%	5
2024 Q3	$1.46M	Sell	25,171 -32,850	-57%	-$1.84M	2.3%	8
2024 Q2	$3.16M	Sell	58,021 -9,317	-14%	-$517K	5.23%	6
2024 Q1	$3.91M	Sell	67,338 -3,782	-5%	-$202K	6.08%	5
2023 Q4	$3.7M	Sell	71,120 -64,962	-48%	-$3.23M	6.05%	6
2023 Q3	$6.73M	Buy	136,082 +57,003	+72%	+$2.86M	5.26%	6
2023 Q2	$3.79M	Sell	79,079 -11,406	-13%	-$530K	5.33%	6
2023 Q1	$4.25M	Buy	90,485 +15,721	+21%	+$751K	5.74%	6
2022 Q4	$3.46M	Buy	74,764 +41,997	+128%	+$1.96M	4.76%	7
2022 Q3	$1.34M	Buy	+32,767	New	+$1.47M	2.2%	6

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

Atlas Financial Advisors's COWZ Position: Q4 2024 in Review

Atlas Financial Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 140% in Q4 2024, buying an estimated $2.06M and bringing the position to 60,342 shares worth $3.41M. The position accounts for 5.32% of the portfolio, ranked #5.

Atlas Financial Advisors first reported a position in COWZ in Q3 2022 and has held it in 10 quarters since. The position peaked at $6.73M in Q3 2023. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Atlas Financial Advisors held 60,342 shares of Pacer US Cash Cows 100 ETF worth $3.41M as of Q4 2024.
Atlas Financial Advisors bought 35,171 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $2.06M.
Pacer US Cash Cows 100 ETF made up 5.32% of Atlas Financial Advisors's portfolio in Q4 2024, its #5 holding.
Atlas Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and has held it in 10 quarters since.
Atlas Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $6.73M in Q3 2023.
856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.