Sage Advisory Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Sage Advisory Services’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 Q2	–	Sell	-171,136	Closed	-$9.37M	–	44
2025 Q1	$9.37M	Buy	171,136 +6,481	+4%	+$369K	5.51%	5
2024 Q4	$9.3M	Sell	164,655 -315,290	-66%	-$18.5M	5.52%	7
2024 Q3	$26.2M	Hold	479,945	–	–	7.34%	6
2024 Q2	$26.2M	Buy	479,945 +80,186	+20%	+$4.45M	7.34%	6
2024 Q1	$23.2M	Buy	399,759 +94,245	+31%	+$5.04M	6.34%	6
2023 Q4	$15.9M	Buy	+305,514	New	+$15.2M	4.25%	6
2023 Q3	–	Sell	-298,802	Closed	-$14.3M	–	48
2023 Q2	$14.3M	Buy	298,802 +12,806	+4%	+$595K	4.17%	6
2023 Q1	$13.4M	Buy	285,996 +23,056	+9%	+$1.1M	3.81%	9
2022 Q4	$12.2M	Buy	262,940 +124,916	+91%	+$5.82M	3.56%	12
2022 Q3	$5.66M	Buy	+138,024	New	+$6.2M	1.76%	18

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Advisory Services's COWZ Position: Q2 2025 in Review

Sage Advisory Services sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2025, closing a stake of 171,136 shares — an estimated $9.37M sold.

Sage Advisory Services first reported a position in COWZ in Q3 2022 and held it in 10 quarters. The position peaked at $26.2M in Q3 2024. 802 funds tracked by Wall St. Rank hold COWZ as of Q2 2025.

Sage Advisory Services reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
Sage Advisory Services sold 171,136 Pacer US Cash Cows 100 ETF shares in Q2 2025, an estimated $9.37M.
Sage Advisory Services first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and held it in 10 quarters.
Sage Advisory Services's Pacer US Cash Cows 100 ETF position peaked at $26.2M in Q3 2024.
802 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2025.

Based on Sage Advisory Services's 13F filing for Q2 2025, filed 6 Aug 2025.