Jones Financial Companies
COWZ icon

Jones Financial Companies’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Jones Financial Companies’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 		$114M Buy
1,850,770
+225,084
+14% +$14.1M 0.05% 182
2025
Q4 		$97.8M Sell
1,625,686
-1,539
-0.1% -$90.5K 0.06% 103
2025
Q3 		$93.6M Sell
1,627,225
-15,572
-0.9% -$885K 0.06% 96
2025
Q2 		$90.4M Buy
1,642,797
+211,613
+15% +$11.2M 0.07% 90
2025
Q1 		$77.8M Buy
1,431,184
+522,242
+57% +$29.7M 0.07% 82
2024
Q4 		$51.3M Buy
908,942
+317,308
+54% +$18.6M 0.05% 89
2024
Q3 		$34.2M Buy
591,634
+310,039
+110% +$17.4M 0.04% 96
2024
Q2 		$15.3M Buy
281,595
+244,889
+667% +$13.6M 0.02% 116
2024
Q1 		$2.13M Buy
36,706
+24,732
+207% +$1.32M ﹤0.01% 190
2023
Q4 		$623K Buy
+11,974
New +$595K ﹤0.01% 229

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return