Personal CFO Solutions’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-35,613	Closed	-$2.06M	–	483
2024 Q3	$2.06M	Buy	35,613 +3,576	+11%	+$200K	0.29%	68
2024 Q2	$1.75M	Sell	32,037 -1,787	-5%	-$99.2K	0.27%	68
2024 Q1	$1.97M	Buy	33,824 +3,515	+12%	+$188K	0.31%	64
2023 Q4	$1.58M	Buy	30,309 +1,816	+6%	+$90.3K	0.27%	70
2023 Q3	$1.41M	Buy	28,493 +2,058	+8%	+$103K	0.28%	73
2023 Q2	$1.27M	Sell	26,435 -1,435	-5%	-$66.6K	0.26%	78
2023 Q1	$1.31M	Buy	27,870 +1,381	+5%	+$66K	0.27%	69
2022 Q4	$1.23M	Buy	26,489 +12,455	+89%	+$580K	0.26%	70
2022 Q3	$576K	Buy	+14,034	New	+$630K	0.14%	139

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Personal CFO Solutions's COWZ Position: Q4 2024 in Review

Personal CFO Solutions sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 35,613 shares — an estimated $2.06M sold.

Personal CFO Solutions first reported a position in COWZ in Q3 2022 and held it in 9 quarters. The position peaked at $2.06M in Q3 2024. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Personal CFO Solutions reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 35,613 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $2.06M.
Personal CFO Solutions first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and held it in 9 quarters.
Personal CFO Solutions's Pacer US Cash Cows 100 ETF position peaked at $2.06M in Q3 2024.
856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.