SWM
Stapp Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
31,718
-27,662
| -47% | -$1.52M | 2.51% | 9 |
|
|
2025
Q1 | $3.25M | Buy |
59,380
+2,986
| +5% | +$164K | 5.01% | 7 |
|
|
2024
Q4 | $3.19M | Buy |
56,394
+3,293
| +6% | +$186K | 4.97% | 7 |
|
|
2024
Q3 | $3.07M | Buy |
53,101
+1,840
| +4% | +$106K | 4.96% | 7 |
|
|
2024
Q2 | $2.79M | Buy |
51,261
+1,624
| +3% | +$88.5K | 4.84% | 7 |
|
|
2024
Q1 | $2.88M | Buy |
49,637
+9,056
| +22% | +$526K | 5.03% | 8 |
|
|
2023
Q4 | $2.11M | Sell |
40,581
-1,317
| -3% | -$68.5K | 3.54% | 11 |
|
|
2023
Q3 | $2.07M | Sell |
41,898
-58
| -0.1% | -$2.87K | 3.99% | 10 |
|
|
2023
Q2 | $2.01M | Sell |
41,956
-643
| -2% | -$30.8K | 3.98% | 11 |
|
|
2023
Q1 | $2M | Sell |
42,599
-812
| -2% | -$38.1K | 2.75% | 10 |
|
|
2022
Q4 | $2.01M | Sell |
43,411
-2,788
| -6% | -$129K | 4.81% | 10 |
|
|
2022
Q3 | $1.9M | Buy |
+46,199
| New | +$1.9M | 5.53% | 9 |
|