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

Congress 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 Q2	$9.7M	Sell	176,126 -9,729	-5%	-$515K	0.09%	253
2025 Q1	$10.2M	Buy	185,855 +180,228	+3,203%	+$10.3M	0.12%	197
2024 Q4	$318K	Sell	5,627 -1,163	-17%	-$68.2K	﹤0.01%	751
2024 Q3	$393K	Buy	6,790 +5	+0.1%	+$280	0.01%	679
2024 Q2	$370K	Buy	6,785 +1,089	+19%	+$60.4K	0.01%	580
2024 Q1	$331K	Buy	5,696 +921	+19%	+$49.2K	0.01%	495
2023 Q4	$248K	Sell	4,775 -991	-17%	-$49.3K	﹤0.01%	560
2023 Q3	$285K	Buy	5,766 +594	+11%	+$29.8K	0.01%	530
2023 Q2	$248K	Buy	5,172 +81	+2%	+$3.76K	0.01%	508
2023 Q1	$239K	Buy	5,091 +543	+12%	+$25.9K	0.01%	515
2022 Q4	$210K	Buy	+4,548	New	+$212K	0.01%	529

Other funds holding COWZ

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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