PWMG
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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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return