BRWM
COWZ icon

Blue Rock Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Blue Rock Wealth Management’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
-4,064
Closed -$224K – 109
2025
Q2 		$224K Sell
4,064
-36
-0.9% -$1.91K 0.16% 95
2025
Q1 		$225K Buy
+4,100
New +$233K 0.19% 90

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

Blue Rock Wealth Management's COWZ Position: Q3 2025 in Review

Blue Rock Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 4,064 shares — an estimated $224K sold.

Blue Rock Wealth Management first reported a position in COWZ in Q1 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 793 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Blue Rock Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Rock Wealth Management sold 4,064 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $224K.
  • Blue Rock Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and held it in 2 quarters.
  • Blue Rock Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $225K in Q1 2025.
  • 793 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Blue Rock Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.