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COWZ icon

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

Clearstead 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
Q3 		– Sell
-560
Closed -$30.9K – 3127
2025
Q2 		$30.9K Hold
560
– – ﹤0.01% 1448
2025
Q1 		$30.7K Sell
560
-112
-17% -$6.38K ﹤0.01% 1295
2024
Q4 		$38K Buy
672
+112
+20% +$6.57K ﹤0.01% 1227
2024
Q3 		$32.4K Hold
560
– – ﹤0.01% 1299
2024
Q2 		$30.5K Buy
+560
New +$31.1K ﹤0.01% 1277
2023
Q2 		– Sell
-8,172
Closed -$384K – 1393
2023
Q1 		$384K Hold
8,172
– – 0.03% 300
2022
Q4 		$378K Hold
8,172
– – 0.03% 291
2022
Q3 		$335K Buy
8,172
+5,400
+195% +$243K 0.03% 289
2022
Q2 		$119K Buy
+2,772
New +$133K 0.01% 466

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return