LWM Advisory Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

LWM Advisory Services’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	-132,312	Closed	-$7.25M	–	94
2025 Q1	$7.25M	Sell	132,312 -20,789	-14%	-$1.18M	5.03%	5
2024 Q4	$8.65M	Buy	153,101 +14,895	+11%	+$873K	6.01%	2
2024 Q3	$7.99M	Sell	138,206 -5,616	-4%	-$315K	5.92%	3
2024 Q2	$7.84M	Buy	143,822 +1,230	+0.9%	+$68.3K	6.58%	4
2024 Q1	$8.29M	Buy	142,592 +83,870	+143%	+$4.48M	6.64%	3
2023 Q4	$3.05M	Buy	58,722 +12,550	+27%	+$624K	2.68%	9
2023 Q3	$2.28M	Buy	+46,172	New	+$2.31M	2.45%	10

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM Advisory Services's COWZ Position: Q2 2025 in Review

LWM Advisory Services sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 132,312 shares — an estimated $7.25M sold.

LWM Advisory Services first reported a position in COWZ in Q3 2023 and held it in 7 quarters. The position peaked at $8.65M in Q4 2024. 804 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

LWM Advisory Services reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
LWM Advisory Services sold 132,312 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $7.25M.
LWM Advisory Services first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and held it in 7 quarters.
LWM Advisory Services's Pacer US Cash Cows 100 ETF position peaked at $8.65M in Q4 2024.
804 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on LWM Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.