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COWZ icon

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

Nvest Financial’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
-59,430
Closed -$3.25M – 108
2025
Q1 		$3.25M Buy
59,430
+3,440
+6% +$196K 1.74% 13
2024
Q4 		$3.16M Buy
55,990
+1,882
+3% +$110K 1.61% 19
2024
Q3 		$3.13M Buy
54,108
+6,261
+13% +$351K 1.79% 15
2024
Q2 		$2.61M Buy
47,847
+6,610
+16% +$367K 1.6% 18
2024
Q1 		$2.4M Buy
+41,237
New +$2.2M 1.6% 20

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Nvest Financial's COWZ Position: Q2 2025 in Review

Nvest Financial sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 59,430 shares — an estimated $3.25M sold.

Nvest Financial first reported a position in COWZ in Q1 2024 and held it in 5 quarters. The position peaked at $3.25M in Q1 2025. 803 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

  • Nvest Financial reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Nvest Financial sold 59,430 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $3.25M.
  • Nvest Financial first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and held it in 5 quarters.
  • Nvest Financial's Pacer US Cash Cows 100 ETF position peaked at $3.25M in Q1 2025.
  • 803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Nvest Financial's 13F filing for Q2 2025, filed 28 Jul 2025.