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Financial Advocates Investment Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Financial Advocates Investment 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
Q3 		$1.32M Sell
22,885
-101,898
-82% -$5.79M 0.74% 40
2025
Q2 		$6.88M Sell
124,783
-105,862
-46% -$5.61M 0.56% 35
2025
Q1 		$12.6M Buy
230,645
+26,372
+13% +$1.5M 0.89% 23
2024
Q4 		$11.5M Sell
204,273
-20,841
-9% -$1.22M 0.66% 29
2024
Q3 		$13M Buy
225,114
+2,664
+1% +$149K 0.74% 25
2024
Q2 		$12.1M Sell
222,450
-49,931
-18% -$2.77M 0.75% 22
2024
Q1 		$15.7M Sell
272,381
-17,794
-6% -$951K 0.91% 13
2023
Q4 		$15M Buy
290,175
+71,332
+33% +$3.55M 0.98% 13
2023
Q3 		$10.8M Buy
218,843
+26,901
+14% +$1.35M 0.78% 22
2023
Q2 		$9.19M Sell
191,942
-137,375
-42% -$6.38M 0.66% 27
2023
Q1 		$15.5M Buy
329,317
+43,992
+15% +$2.1M 1.11% 9
2022
Q4 		$13.2M Buy
285,325
+109,630
+62% +$5.1M 0.98% 11
2022
Q3 		$7.21M Buy
175,695
+81,772
+87% +$3.67M 0.59% 32
2022
Q2 		$4.04M Sell
93,923
-34,673
-27% -$1.67M 0.33% 81
2022
Q1 		$6.4M Buy
128,596
+68,994
+116% +$3.33M 0.42% 48
2021
Q4 		$2.81M Buy
+59,602
New +$2.73M 0.18% 135

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $324B AUM 22.36% 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 $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's COWZ Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 82% in Q3 2025, selling an estimated $5.79M and leaving 22,885 shares worth $1.32M. The position accounts for 0.74% of the portfolio, ranked #40.

Financial Advocates Investment Management first reported a position in COWZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $15.7M in Q1 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Financial Advocates Investment Management held 22,885 shares of Pacer US Cash Cows 100 ETF worth $1.32M as of Q3 2025.
  • Financial Advocates Investment Management sold 101,898 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $5.79M.
  • Pacer US Cash Cows 100 ETF made up 0.74% of Financial Advocates Investment Management's portfolio in Q3 2025, its #40 holding.
  • Financial Advocates Investment Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Advocates Investment Management's Pacer US Cash Cows 100 ETF position peaked at $15.7M in Q1 2024.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.