Edge Capital Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Edge Capital 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
2024 Q4	$35.8M	Sell	20 -646,916	-100%	-$37.9M	1.6%	11
2024 Q3	$37.4M	Sell	646,936 -9,499	-1%	-$532K	1.66%	10
2024 Q2	$35.8M	Sell	656,435 -20,727	-3%	-$1.15M	1.73%	9
2024 Q1	$39.3M	Sell	677,162 -4,010	-0.6%	-$214K	1.96%	9
2023 Q4	$35.4M	Sell	681,172 -239,471	-26%	-$11.9M	1.97%	8
2023 Q3	$45.5M	Buy	920,643 +4,628	+0.5%	+$232K	2.95%	6
2023 Q2	$43.8M	Buy	916,015 +10,714	+1%	+$497K	2.52%	6
2023 Q1	$42.5M	Buy	905,301 +11,082	+1%	+$529K	2.62%	6
2022 Q4	$41.4M	Buy	894,219 +275,170	+44%	+$12.8M	2.89%	6
2022 Q3	$25.4M	Buy	619,049 +613,956	+12,055%	+$27.6M	2.09%	9
2022 Q2	$708K	Buy	+5,093	New	+$245K	0.06%	159

Other funds holding COWZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Capital Group's COWZ Position: Q4 2024 in Review

Edge Capital Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 100% in Q4 2024, selling an estimated $37.9M and leaving 20 shares worth $35.8M. The position accounts for 1.6% of the portfolio, ranked #11.

Edge Capital Group first reported a position in COWZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $45.5M in Q3 2023. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Edge Capital Group held 20 shares of Pacer US Cash Cows 100 ETF worth $35.8M as of Q4 2024.
Edge Capital Group sold 646,916 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $37.9M.
Pacer US Cash Cows 100 ETF made up 1.6% of Edge Capital Group's portfolio in Q4 2024, its #11 holding.
Edge Capital Group first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 11 quarters since.
Edge Capital Group's Pacer US Cash Cows 100 ETF position peaked at $45.5M in Q3 2023.
855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.