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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 $1.55T 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's COWZ Position: Q2 2025 in Review

Congress Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 5.2% in Q2 2025, selling an estimated $515K and leaving 176,126 shares worth $9.7M. The position accounts for 0.09% of the portfolio, ranked #253.

Congress Wealth Management first reported a position in COWZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $10.2M in Q1 2025. 803 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • Congress Wealth Management held 176,126 shares of Pacer US Cash Cows 100 ETF worth $9.7M as of Q2 2025.
  • Congress Wealth Management sold 9,729 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $515K.
  • Pacer US Cash Cows 100 ETF made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #253 holding.
  • Congress Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 11 quarters since.
  • Congress Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $10.2M in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.