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Berkeley Inc’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Berkeley Inc’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
Q3 		– Sell
-13,968
Closed -$770K – 76
2025
Q2 		$770K Sell
13,968
-12,201
-47% -$646K 0.28% 50
2025
Q1 		$1.43M Sell
26,169
-10,703
-29% -$609K 0.67% 33
2024
Q4 		$2.08M Buy
+36,872
New +$2.16M 1.08% 25

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Berkeley Inc's COWZ Position: Q3 2025 in Review

Berkeley Inc sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 13,968 shares — an estimated $770K sold.

Berkeley Inc first reported a position in COWZ in Q4 2024 and held it in 3 quarters. The position peaked at $2.08M in Q4 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Berkeley Inc reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Berkeley Inc sold 13,968 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $770K.
  • Berkeley Inc first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and held it in 3 quarters.
  • Berkeley Inc's Pacer US Cash Cows 100 ETF position peaked at $2.08M in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Berkeley Inc's 13F filing for Q3 2025, filed 30 Oct 2025.