Householder Group Estate & Retirement Specialist’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2.65M	Buy	46,871 +3,528	+8%	+$207K	1.98%	9
2024 Q3	$2.51M	Buy	43,343 +1,131	+3%	+$63.4K	0.73%	28
2024 Q2	$2.3M	Buy	42,212 +3,660	+9%	+$203K	0.65%	30
2024 Q1	$2.24M	Buy	38,552 +5,502	+17%	+$294K	0.67%	32
2023 Q4	$1.72M	Buy	33,050 +5,440	+20%	+$270K	0.56%	37
2023 Q3	$1.36M	Buy	+27,610	New	+$1.38M	0.49%	43
2023 Q1	$1.41M	Buy	+30,100	New	+$1.44M	0.54%	42
2022 Q4	–	Sell	-14,230	Closed	-$583K	–	466
2022 Q3	$583K	Buy	14,230 +300	+2%	+$13.5K	0.24%	93
2022 Q2	$600K	Buy	13,930 +2,100	+18%	+$101K	0.27%	89
2022 Q1	$589K	Buy	11,830 +5,880	+99%	+$284K	0.24%	106
2021 Q4	$280K	Buy	+5,950	New	+$273K	0.1%	171

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 $424B AUM 22.96% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's COWZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 8.1% in Q4 2024, buying an estimated $207K and bringing the position to 46,871 shares worth $2.65M. The position accounts for 1.98% of the portfolio, ranked #9.

Householder Group Estate & Retirement Specialist first reported a position in COWZ in Q4 2021 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Householder Group Estate & Retirement Specialist held 46,871 shares of Pacer US Cash Cows 100 ETF worth $2.65M as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 3,528 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $207K.
Pacer US Cash Cows 100 ETF made up 1.98% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #9 holding.
Householder Group Estate & Retirement Specialist first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 11 quarters since.
855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.