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COWZ icon

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

Forte Capital’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
Q3 		– Sell
-4,933
Closed -$269K – 238
2024
Q2 		$269K Sell
4,933
-151
-3% -$8.38K 0.03% 203
2024
Q1 		$295K Sell
5,084
-102
-2% -$5.45K 0.04% 193
2023
Q4 		$270K Sell
5,186
-204
-4% -$10.1K 0.04% 195
2023
Q3 		$266K Buy
5,390
+306
+6% +$15.3K 0.04% 185
2023
Q2 		$243K Buy
5,084
+155
+3% +$7.2K 0.04% 192
2023
Q1 		$231K Hold
4,929
– – 0.04% 197
2022
Q4 		$228K Hold
4,929
– – 0.04% 188
2022
Q3 		$202K Buy
+4,929
New +$221K 0.04% 186
2022
Q2 		– Sell
-4,484
Closed -$211K – 204
2022
Q1 		$211K Hold
4,484
– – 0.03% 219
2021
Q4 		$211K Buy
+4,484
New +$206K 0.03% 219

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 $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return