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

Pinnacle Wealth Management Group’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
-81,287
Closed -$4.48M – 130
2025
Q2 		$4.48M Buy
81,287
+3,966
+5% +$210K 2.57% 13
2025
Q1 		$4.23M Buy
77,321
+3,202
+4% +$182K 2.95% 10
2024
Q4 		$4.19M Buy
74,119
+3,121
+4% +$183K 2.61% 14
2024
Q3 		$4.11M Buy
70,998
+10,526
+17% +$590K 2.59% 12
2024
Q2 		$3.3M Buy
60,472
+8,443
+16% +$469K 2.23% 16
2024
Q1 		$3.02M Buy
52,029
+16,384
+46% +$876K 2.25% 15
2023
Q4 		$1.85M Buy
35,645
+768
+2% +$38.2K 1.52% 22
2023
Q3 		$1.72M Sell
34,877
-348
-1% -$17.4K 1.57% 21
2023
Q2 		$1.69M Buy
35,225
+15,328
+77% +$712K 1.47% 20
2023
Q1 		$934K Buy
+19,897
New +$951K 0.81% 33

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

Pinnacle Wealth Management Group's COWZ Position: Q3 2025 in Review

Pinnacle Wealth Management Group sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 81,287 shares — an estimated $4.48M sold.

Pinnacle Wealth Management Group first reported a position in COWZ in Q1 2023 and held it in 10 quarters. The position peaked at $4.48M in Q2 2025. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • Pinnacle Wealth Management Group reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 81,287 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $4.48M.
  • Pinnacle Wealth Management Group first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and held it in 10 quarters.
  • Pinnacle Wealth Management Group's Pacer US Cash Cows 100 ETF position peaked at $4.48M in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2025, filed 8 Oct 2025.