O'Brien Wealth Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

O'Brien Wealth Partners’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	$50M	Sell	831,660 -1,502	-0.2%	-$88.3K	6.62%	6
2025 Q3	$47.9M	Buy	833,162 +5,497	+0.7%	+$312K	6.49%	7
2025 Q2	$45.6M	Buy	827,665 +5,624	+0.7%	+$298K	7.16%	6
2025 Q1	$45M	Buy	822,041 +4,022	+0.5%	+$229K	8.38%	5
2024 Q4	$46.2M	Buy	818,019 +40,092	+5%	+$2.35M	8.33%	5
2024 Q3	$45M	Buy	777,927 +21,777	+3%	+$1.22M	8.82%	5
2024 Q2	$41.2M	Buy	756,150 +4,810	+0.6%	+$267K	9.26%	4
2024 Q1	$43.7M	Buy	751,340 +2,199	+0.3%	+$118K	10.1%	3
2023 Q4	$38.9M	Sell	749,141 -7,470	-1%	-$371K	10.17%	4
2023 Q3	$37.4M	Sell	756,611 -1,597	-0.2%	-$80.1K	10.73%	3
2023 Q2	$36.3M	Buy	758,208 +34,257	+5%	+$1.59M	10.68%	4
2023 Q1	$34M	Buy	+723,951	New	+$34.6M	10.71%	4

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

O'Brien Wealth Partners's COWZ Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.18% in Q4 2025, selling an estimated $88.3K and leaving 831,660 shares worth $50M. The position accounts for 6.62% of the portfolio, ranked #6.

O'Brien Wealth Partners first reported a position in COWZ in Q1 2023 and has held it in 12 quarters since. 846 funds tracked by Wall St. Rank hold COWZ as of Q4 2025.

O'Brien Wealth Partners held 831,660 shares of Pacer US Cash Cows 100 ETF worth $50M as of Q4 2025.
O'Brien Wealth Partners sold 1,502 Pacer US Cash Cows 100 ETF shares in Q4 2025, an estimated $88.3K.
Pacer US Cash Cows 100 ETF made up 6.62% of O'Brien Wealth Partners's portfolio in Q4 2025, its #6 holding.
O'Brien Wealth Partners first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 12 quarters since.
846 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.