Atria Wealth Solutions’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Atria Wealth Solutions’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	$24M	Sell	435,185 -570,906	-57%	-$30.2M	0.54%	25
2025 Q1	$55.1M	Buy	1,006,091 +59,520	+6%	+$3.39M	0.66%	22
2024 Q4	$53.6M	Buy	946,571 +82,670	+10%	+$4.85M	0.59%	25
2024 Q3	$50.1M	Buy	863,901 +15,542	+2%	+$871K	0.54%	28
2024 Q2	$46.3M	Buy	848,359 +109,858	+15%	+$6.1M	0.51%	29
2024 Q1	$42.9M	Buy	738,501 +71,207	+11%	+$3.81M	0.48%	32
2023 Q4	$34.8M	Buy	667,294 +10,936	+2%	+$544K	0.44%	36
2023 Q3	$32.4M	Buy	656,358 +100,165	+18%	+$5.02M	0.45%	35
2023 Q2	$26.6M	Buy	556,193 +31,810	+6%	+$1.48M	0.36%	48
2023 Q1	$24.6M	Buy	524,383 +556	+0.1%	+$26.6K	0.36%	53
2022 Q4	$24.2M	Buy	523,827 +71,050	+16%	+$3.31M	0.39%	49
2022 Q3	$18.6M	Buy	452,777 +73,629	+19%	+$3.31M	0.32%	71
2022 Q2	$16.3M	Buy	379,148 +271,360	+252%	+$13.1M	0.31%	74
2022 Q1	$5.37M	Buy	+107,788	New	+$5.2M	0.09%	235

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

Atria Wealth Solutions's COWZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 57% in Q2 2025, selling an estimated $30.2M and leaving 435,185 shares worth $24M. The position accounts for 0.54% of the portfolio, ranked #25.

Atria Wealth Solutions first reported a position in COWZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $55.1M in Q1 2025. 803 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

Atria Wealth Solutions held 435,185 shares of Pacer US Cash Cows 100 ETF worth $24M as of Q2 2025.
Atria Wealth Solutions sold 570,906 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $30.2M.
Pacer US Cash Cows 100 ETF made up 0.54% of Atria Wealth Solutions's portfolio in Q2 2025, its #25 holding.
Atria Wealth Solutions first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Pacer US Cash Cows 100 ETF position peaked at $55.1M in Q1 2025.
803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.