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Crown Wealth Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Crown Wealth Group’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
Q1 		– Sell
-14,767
Closed -$834K – 111
2024
Q4 		$834K Sell
14,767
-2,046
-12% -$120K 0.34% 44
2024
Q3 		$972K Buy
+16,813
New +$942K 0.42% 37
2024
Q2 		– Sell
-7,684
Closed -$447K – 109
2024
Q1 		$447K Sell
7,684
-5,422
-41% -$290K 0.23% 51
2023
Q4 		$681K Sell
13,106
-13,688
-51% -$680K 0.41% 34
2023
Q3 		$1.32M Buy
26,794
+16,533
+161% +$829K 1% 19
2023
Q2 		$491K Buy
+10,261
New +$476K 0.39% 33

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crown Wealth Group's COWZ Position: Q1 2025 in Review

Crown Wealth Group sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2025, closing a stake of 14,767 shares — an estimated $834K sold.

Crown Wealth Group first reported a position in COWZ in Q2 2023 and held it in 6 quarters. The position peaked at $1.32M in Q3 2023. 836 funds tracked by Wall St. Rank hold COWZ as of Q1 2025.

  • Crown Wealth Group reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Crown Wealth Group sold 14,767 Pacer US Cash Cows 100 ETF shares in Q1 2025, an estimated $834K.
  • Crown Wealth Group first reported a position in Pacer US Cash Cows 100 ETF in Q2 2023 and held it in 6 quarters.
  • Crown Wealth Group's Pacer US Cash Cows 100 ETF position peaked at $1.32M in Q3 2023.
  • 836 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.