Financial Gravity Asset Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Financial Gravity Asset 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
2026 Q1	$47.7K	Sell	763 -201	-21%	-$12.6K	0.01%	306
2025 Q4	$58K	Sell	964 -550	-36%	-$32.3K	0.01%	233
2025 Q3	$87K	Buy	+1,514	New	+$86K	0.02%	234
2025 Q1	$209K	Buy	+3,818	New	+$217K	0.05%	147
2024 Q2	$505K	Buy	+9,259	New	+$514K	0.13%	84
2023 Q3	–	Sell	-748	Closed	-$3.78K	–	1348
2023 Q2	$3.78K	Buy	+748	New	+$34.7K	0.01%	526
2023 Q1	–	Sell	-46	Closed	-$418	–	1241
2022 Q4	$418	Buy	+46	New	+$2.14K	﹤0.01%	827

Other funds holding COWZ

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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