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Kolinsky Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Kolinsky Wealth Management’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 		$4.66M Buy
82,531
+4,983
+6% +$292K 2.85% 7
2024
Q3 		$4.48M Buy
77,548
+1,938
+3% +$109K 2.92% 5
2024
Q2 		$4.12M Buy
75,610
+2,798
+4% +$155K 2.95% 6
2024
Q1 		$4.23M Buy
72,812
+2,732
+4% +$146K 3.23% 5
2023
Q4 		$3.64M Buy
+70,080
New +$3.48M 3.21% 5

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kolinsky Wealth Management's COWZ Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.4% in Q4 2024, buying an estimated $292K and bringing the position to 82,531 shares worth $4.66M. The position accounts for 2.85% of the portfolio, ranked #7.

Kolinsky Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

  • Kolinsky Wealth Management held 82,531 shares of Pacer US Cash Cows 100 ETF worth $4.66M as of Q4 2024.
  • Kolinsky Wealth Management bought 4,983 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $292K.
  • Pacer US Cash Cows 100 ETF made up 2.85% of Kolinsky Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Kolinsky Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 5 quarters since.
  • 856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.