KWA
COWZ icon

Kellett Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Kellett Wealth Advisors’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
Q2 		– Sell
-5,825
Closed -$319K – 73
2025
Q1 		$319K Buy
5,825
+600
+11% +$34.2K 0.22% 50
2024
Q4 		$295K Sell
5,225
-500
-9% -$29.3K 0.2% 51
2024
Q3 		$331K Buy
5,725
+275
+5% +$15.4K 0.24% 50
2024
Q2 		$297K Sell
5,450
-6,525
-54% -$362K 0.24% 50
2024
Q1 		$696K Sell
11,975
-580
-5% -$31K 0.48% 34
2023
Q4 		$653K Buy
12,555
+2,030
+19% +$101K 0.49% 32
2023
Q3 		$520K Buy
10,525
+1,300
+14% +$65.2K 0.45% 29
2023
Q2 		$442K Sell
9,225
-1,625
-15% -$75.4K 0.4% 28
2023
Q1 		$509K Buy
10,850
+1,625
+18% +$77.6K 0.49% 25
2022
Q4 		$427K Buy
9,225
+1,725
+23% +$80.3K 0.41% 27
2022
Q3 		$348K Buy
7,500
+800
+12% +$35.9K 0.42% 31
2022
Q2 		$289K Buy
+6,700
New +$322K 0.37% 42

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kellett Wealth Advisors's COWZ Position: Q2 2025 in Review

Kellett Wealth Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 5,825 shares — an estimated $319K sold.

Kellett Wealth Advisors first reported a position in COWZ in Q2 2022 and held it in 12 quarters. The position peaked at $696K in Q1 2024. 802 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • Kellett Wealth Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Kellett Wealth Advisors sold 5,825 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $319K.
  • Kellett Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 12 quarters.
  • Kellett Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $696K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Kellett Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.