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

SFG Wealth Management’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	-3,569	Closed	-$202K	–	121
2024 Q4	$202K	Sell	3,569 -478	-12%	-$28K	0.11%	97
2024 Q3	$234K	Sell	4,047 -70	-2%	-$3.92K	0.12%	84
2024 Q2	$224K	Sell	4,117 -705	-15%	-$39.1K	0.13%	84
2024 Q1	$280K	Sell	4,822 -224	-4%	-$12K	0.17%	78
2023 Q4	$262K	Sell	5,046 -7	-0.1%	-$348	0.17%	81
2023 Q3	$250K	Buy	5,053 +220	+5%	+$11K	0.2%	76
2023 Q2	$231K	Sell	4,833 -419	-8%	-$19.5K	0.19%	82
2023 Q1	$247K	Sell	5,252 -553	-10%	-$26.4K	0.27%	66
2022 Q4	$268K	Sell	5,805 -512	-8%	-$23.8K	0.33%	55
2022 Q3	$259K	Buy	6,317 +6	+0.1%	+$269	0.35%	56
2022 Q2	$272K	Buy	6,311 +1,291	+26%	+$62.1K	0.32%	61
2022 Q1	$250K	Buy	+5,020	New	+$242K	0.23%	73

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG Wealth Management's COWZ Position: Q1 2025 in Review

SFG Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2025, closing a stake of 3,569 shares — an estimated $202K sold.

SFG Wealth Management first reported a position in COWZ in Q1 2022 and held it in 12 quarters. The position peaked at $280K in Q1 2024. 836 funds tracked by Wall St. Rank hold COWZ as of Q1 2025.

SFG Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
SFG Wealth Management sold 3,569 Pacer US Cash Cows 100 ETF shares in Q1 2025, an estimated $202K.
SFG Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and held it in 12 quarters.
SFG Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $280K in Q1 2024.
836 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2025.

Based on SFG Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.