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Pacific Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Pacific Wealth 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
Q3 		– Sell
-169,710
Closed -$9.35M – 24
2025
Q2 		$9.35M Buy
169,710
+1,480
+0.9% +$78.4K 4.62% 6
2025
Q1 		$9.21M Buy
168,230
+2,481
+1% +$141K 5.06% 5
2024
Q4 		$9.36M Buy
165,749
+1,282
+0.8% +$75.1K 4.95% 6
2024
Q3 		$9.51M Buy
164,467
+6,108
+4% +$342K 4.42% 6
2024
Q2 		$8.63M Buy
158,359
+7,986
+5% +$443K 4.39% 5
2024
Q1 		$7.82M Hold
150,373
– – 4.46% 6
2023
Q4 		$7.82M Sell
150,373
-3,107
-2% -$154K 4.46% 6
2023
Q3 		$7.59M Sell
153,480
-101
-0.1% -$5.06K 4.99% 5
2023
Q2 		$7.35M Sell
153,581
-3,422
-2% -$159K 4.78% 5
2023
Q1 		$7.37M Buy
157,003
+8,798
+6% +$420K 4.73% 5
2022
Q4 		$6.85M Sell
148,205
-296
-0.2% -$13.8K 5.04% 6
2022
Q3 		$6.09M Buy
148,501
+2,707
+2% +$122K 5.41% 5
2022
Q2 		$6.28M Buy
+145,794
New +$7.01M 6.92% 4

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Pacific Wealth Management's COWZ Position: Q3 2025 in Review

Pacific Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 169,710 shares — an estimated $9.35M sold.

Pacific Wealth Management first reported a position in COWZ in Q2 2022 and held it in 13 quarters. The position peaked at $9.51M in Q3 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Pacific Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Pacific Wealth Management sold 169,710 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $9.35M.
  • Pacific Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and held it in 13 quarters.
  • Pacific Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $9.51M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.