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Key Financial Inc’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Key Financial Inc’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
-17,676
Closed -$968K – 1441
2025
Q1 		$968K Sell
17,676
-334
-2% -$19K 0.21% 83
2024
Q4 		$1.02M Buy
18,010
+16,877
+1,490% +$989K 0.23% 79
2024
Q3 		$65.5K Buy
1,133
+410
+57% +$23K 0.01% 433
2024
Q2 		$39.4K Buy
+723
New +$40.1K 0.01% 502
2022
Q3 		– Sell
-1,813
Closed -$79K – 1122
2022
Q2 		$79K Buy
+1,813
New +$87.2K 0.04% 284

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Financial Inc's COWZ Position: Q2 2025 in Review

Key Financial Inc sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 17,676 shares — an estimated $968K sold.

Key Financial Inc first reported a position in COWZ in Q2 2022 and held it in 5 quarters. The position peaked at $1.02M in Q4 2024. 803 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • Key Financial Inc reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Key Financial Inc sold 17,676 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $968K.
  • Key Financial Inc first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 5 quarters.
  • Key Financial Inc's Pacer US Cash Cows 100 ETF position peaked at $1.02M in Q4 2024.
  • 803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.