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Secured Retirement Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Secured Retirement 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
2025
Q1 		– Sell
-32,584
Closed -$1.84M – 127
2024
Q4 		$1.84M Buy
32,584
+1,762
+6% +$103K 1.05% 34
2024
Q3 		$1.78M Sell
30,822
-705
-2% -$39.5K 1.28% 36
2024
Q2 		$1.72M Buy
31,527
+242
+0.8% +$13.4K 1.34% 30
2024
Q1 		$1.82M Buy
31,285
+1,063
+4% +$56.8K 1.54% 20
2023
Q4 		$1.57M Buy
+30,222
New +$1.5M 1.51% 22

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Secured Retirement Advisors's COWZ Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2025, closing a stake of 32,584 shares — an estimated $1.84M sold.

Secured Retirement Advisors first reported a position in COWZ in Q4 2023 and held it in 5 quarters. The position peaked at $1.84M in Q4 2024. 836 funds tracked by Wall St. Rank hold COWZ as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 32,584 Pacer US Cash Cows 100 ETF shares in Q1 2025, an estimated $1.84M.
  • Secured Retirement Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Pacer US Cash Cows 100 ETF position peaked at $1.84M in Q4 2024.
  • 836 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.