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Milestone Asset Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Milestone Asset 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
2025
Q4 		– Sell
-5,075
Closed -$292K – 224
2025
Q3 		$292K Buy
5,075
+3
+0.1% +$170 0.06% 190
2025
Q2 		$279K Sell
5,072
-73
-1% -$3.87K 0.06% 180
2025
Q1 		$282K Buy
5,145
+5
+0.1% +$285 0.06% 190
2024
Q4 		$290K Buy
+5,140
New +$301K 0.06% 201

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Asset Management's COWZ Position: Q4 2025 in Review

Milestone Asset Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2025, closing a stake of 5,075 shares — an estimated $292K sold.

Milestone Asset Management first reported a position in COWZ in Q4 2024 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 845 funds tracked by Wall St. Rank hold COWZ as of Q4 2025.

  • Milestone Asset Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Milestone Asset Management sold 5,075 Pacer US Cash Cows 100 ETF shares in Q4 2025, an estimated $292K.
  • Milestone Asset Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and held it in 4 quarters.
  • Milestone Asset Management's Pacer US Cash Cows 100 ETF position peaked at $292K in Q3 2025.
  • 845 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.