Legacy Financial Strategies’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Legacy Financial Strategies’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 Q4	–	Sell	-5,260	Closed	-$302K	–	140
2025 Q3	$302K	Sell	5,260 -10,796	-67%	-$614K	0.05%	105
2025 Q2	$885K	Sell	16,056 -5,572	-26%	-$295K	0.17%	62
2025 Q1	$1.18M	Sell	21,628 -583	-3%	-$33.2K	0.26%	48
2024 Q4	$1.26M	Sell	22,211 -206	-0.9%	-$12.1K	0.27%	46
2024 Q3	$1.3M	Buy	22,417 +12,086	+117%	+$677K	0.29%	44
2024 Q2	$557K	Buy	+10,331	New	+$573K	0.13%	61

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Strategies's COWZ Position: Q4 2025 in Review

Legacy Financial Strategies sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2025, closing a stake of 5,260 shares — an estimated $302K sold.

Legacy Financial Strategies first reported a position in COWZ in Q2 2024 and held it in 6 quarters. The position peaked at $1.3M in Q3 2024. 846 funds tracked by Wall St. Rank hold COWZ as of Q4 2025.

Legacy Financial Strategies reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
Legacy Financial Strategies sold 5,260 Pacer US Cash Cows 100 ETF shares in Q4 2025, an estimated $302K.
Legacy Financial Strategies first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and held it in 6 quarters.
Legacy Financial Strategies's Pacer US Cash Cows 100 ETF position peaked at $1.3M in Q3 2024.
846 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2025.

Based on Legacy Financial Strategies's 13F filing for Q4 2025, filed 23 Jan 2026.