Philip James Wealth Mangement’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Philip James Wealth Mangement’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	-5,915	Closed	-$326K	–	182
2025 Q2	$326K	Buy	5,915 +273	+5%	+$14.5K	0.04%	133
2025 Q1	$309K	Sell	5,642 -1,576	-22%	-$89.7K	0.04%	133
2024 Q4	$408K	Sell	7,218 -36,090	-83%	-$2.12M	0.05%	118
2024 Q3	$2.5M	Buy	43,308 +2,646	+7%	+$148K	0.31%	53
2024 Q2	$2.22M	Buy	+40,662	New	+$2.26M	1.47%	15

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Philip James Wealth Mangement's COWZ Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 5,915 shares — an estimated $326K sold.

Philip James Wealth Mangement first reported a position in COWZ in Q2 2024 and held it in 5 quarters. The position peaked at $2.5M in Q3 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

Philip James Wealth Mangement reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 5,915 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $326K.
Philip James Wealth Mangement first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and held it in 5 quarters.
Philip James Wealth Mangement's Pacer US Cash Cows 100 ETF position peaked at $2.5M in Q3 2024.
792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.