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Regal Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Regal Investment Advisors’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
-4,554
Closed -$263K – 476
2024
Q3 		$263K Buy
4,554
+13
+0.3% +$728 0.02% 473
2024
Q2 		$247K Buy
4,541
+757
+20% +$42K 0.02% 501
2024
Q1 		$220K Buy
+3,784
New +$202K 0.02% 530

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regal Investment Advisors's COWZ Position: Q4 2024 in Review

Regal Investment Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 4,554 shares — an estimated $263K sold.

Regal Investment Advisors first reported a position in COWZ in Q1 2024 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 857 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

  • Regal Investment Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 4,554 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $263K.
  • Regal Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and held it in 3 quarters.
  • Regal Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $263K in Q3 2024.
  • 857 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.