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

Beaumont 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
-227,654
Closed -$12.5M – 381
2025
Q1 		$12.5M Sell
227,654
-3,612
-2% -$206K 0.98% 32
2024
Q4 		$13.1M Buy
231,266
+9,065
+4% +$531K 0.98% 27
2024
Q3 		$12.8M Buy
222,201
+3,733
+2% +$209K 1% 29
2024
Q2 		$11.9M Buy
218,468
+23,339
+12% +$1.3M 0.95% 33
2024
Q1 		$11.3M Sell
195,129
-37,374
-16% -$2M 0.93% 32
2023
Q4 		$12.1M Buy
232,503
+228,329
+5,470% +$11.3M 1.1% 30
2023
Q3 		$206K Buy
+4,174
New +$209K 0.02% 306
2022
Q4 		– Sell
-5,497
Closed -$225K – 321
2022
Q3 		$225K Sell
5,497
-317,386
-98% -$14.3M 0.02% 276
2022
Q2 		$13.9M Sell
322,883
-96,267
-23% -$4.63M 1.25% 23
2022
Q1 		$20.9M Buy
419,150
+220,424
+111% +$10.6M 1.59% 14
2021
Q4 		$9.36M Buy
+198,726
New +$9.12M 0.68% 44

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

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

Beaumont Financial Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 227,654 shares — an estimated $12.5M sold.

Beaumont Financial Advisors first reported a position in COWZ in Q4 2021 and held it in 11 quarters. The position peaked at $20.9M in Q1 2022. 801 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • Beaumont Financial Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 227,654 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $12.5M.
  • Beaumont Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and held it in 11 quarters.
  • Beaumont Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $20.9M in Q1 2022.
  • 801 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.