LIG
COWZ icon

Lokken Investment Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Lokken Investment Group’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
Q3 		$1.05M Sell
18,318
-30,811
-63% -$1.75M 0.36% 67
2025
Q2 		$2.71M Buy
49,129
+128
+0.3% +$6.78K 1.04% 24
2025
Q1 		$2.68M Buy
49,001
+3,382
+7% +$193K 1.13% 23
2024
Q4 		$2.58M Buy
45,619
+1,175
+3% +$68.9K 1.11% 22
2024
Q3 		$2.57M Buy
44,444
+409
+0.9% +$22.9K 1.07% 20
2024
Q2 		$2.4M Buy
44,035
+917
+2% +$50.9K 1.13% 19
2024
Q1 		$2.51M Buy
43,118
+33
+0.1% +$1.76K 1.25% 20
2023
Q4 		$2.24M Buy
43,085
+2,022
+5% +$100K 1.27% 19
2023
Q3 		$2.03M Buy
41,063
+30,099
+275% +$1.51M 1.33% 21
2023
Q2 		$525K Buy
10,964
+222
+2% +$10.3K 0.34% 72
2023
Q1 		$504K Buy
10,742
+493
+5% +$23.6K 0.38% 58
2022
Q4 		$474K Sell
10,249
-169
-2% -$7.87K 0.37% 64
2022
Q3 		$427K Buy
10,418
+50
+0.5% +$2.25K 0.37% 59
2022
Q2 		$447K Buy
10,368
+216
+2% +$10.4K 0.36% 61
2022
Q1 		$487K Buy
+10,152
New +$489K 0.39% 58

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Lokken Investment Group's COWZ Position: Q3 2025 in Review

Lokken Investment Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 63% in Q3 2025, selling an estimated $1.75M and leaving 18,318 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #67.

Lokken Investment Group first reported a position in COWZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q2 2025. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Lokken Investment Group held 18,318 shares of Pacer US Cash Cows 100 ETF worth $1.05M as of Q3 2025.
  • Lokken Investment Group sold 30,811 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $1.75M.
  • Pacer US Cash Cows 100 ETF made up 0.36% of Lokken Investment Group's portfolio in Q3 2025, its #67 holding.
  • Lokken Investment Group first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 15 quarters since.
  • Lokken Investment Group's Pacer US Cash Cows 100 ETF position peaked at $2.71M in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.