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

Sugarloaf 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
2024
Q4 		$23.7K Hold
420
– – ﹤0.01% 380
2024
Q3 		$24.3K Buy
+420
New +$23.5K ﹤0.01% 389

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's COWZ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q4 2024 at 420 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Sugarloaf Wealth Management first reported a position in COWZ in Q3 2024 and has held it in 2 quarters since. The position peaked at $24.3K in Q3 2024. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

  • Sugarloaf Wealth Management held 420 shares of Pacer US Cash Cows 100 ETF worth $23.7K as of Q4 2024.
  • Sugarloaf Wealth Management left its Pacer US Cash Cows 100 ETF share count unchanged in Q4 2024.
  • Pacer US Cash Cows 100 ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #380 holding.
  • Sugarloaf Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $24.3K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.