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Baron Silver Stevens Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Baron Silver Stevens 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
Q4 		– Sell
-6,895
Closed -$396K – 135
2025
Q3 		$396K Hold
6,895
– – 0.06% 91
2025
Q2 		$380K Sell
6,895
-216
-3% -$11.4K 0.06% 90
2025
Q1 		$389K Buy
+7,111
New +$405K 0.07% 81

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's COWZ Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2025, closing a stake of 6,895 shares — an estimated $396K sold.

Baron Silver Stevens Financial Advisors first reported a position in COWZ in Q1 2025 and held it in 3 quarters. The position peaked at $396K in Q3 2025. 846 funds tracked by Wall St. Rank hold COWZ as of Q4 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 6,895 Pacer US Cash Cows 100 ETF shares in Q4 2025, an estimated $396K.
  • Baron Silver Stevens Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and held it in 3 quarters.
  • Baron Silver Stevens Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $396K in Q3 2025.
  • 846 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.