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

Correct Capital 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
2024
Q4 		– Sell
-580,422
Closed -$33.6M – 119
2024
Q3 		$33.6M Buy
580,422
+60,032
+12% +$3.36M 7.43% 4
2024
Q2 		$28.4M Buy
520,390
+229,785
+79% +$12.8M 6.63% 4
2024
Q1 		$16.9M Buy
+290,605
New +$15.5M 3.9% 11

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
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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Correct Capital Wealth Management's COWZ Position: Q4 2024 in Review

Correct Capital Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 580,422 shares — an estimated $33.6M sold.

Correct Capital Wealth Management first reported a position in COWZ in Q1 2024 and held it in 3 quarters. The position peaked at $33.6M in Q3 2024. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

  • Correct Capital Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Correct Capital Wealth Management sold 580,422 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $33.6M.
  • Correct Capital Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and held it in 3 quarters.
  • Correct Capital Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $33.6M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Correct Capital Wealth Management's 13F filing for Q4 2024, filed 30 Apr 2025.