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Caldwell Trust’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Caldwell Trust’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
2024
Q1 		– Sell
-171
Closed -$8.89K – 712
2023
Q4 		$8.89K Buy
+171
New +$8.5K ﹤0.01% 616

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Caldwell Trust's COWZ Position: Q1 2024 in Review

Caldwell Trust sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2024, closing a stake of 171 shares — an estimated $8.89K sold.

Caldwell Trust first reported a position in COWZ in Q4 2023 and held it in 1 quarter. The position peaked at $8.89K in Q4 2023. 726 funds tracked by Wall St. Rank hold COWZ as of Q1 2024.

  • Caldwell Trust reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 171 Pacer US Cash Cows 100 ETF shares in Q1 2024, an estimated $8.89K.
  • Caldwell Trust first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and held it in 1 quarter.
  • Caldwell Trust's Pacer US Cash Cows 100 ETF position peaked at $8.89K in Q4 2023.
  • 726 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.