SAM
COWZ icon

Synergy Asset Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Synergy Asset 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
-21
Closed -$1.21K – 212
2024
Q4 		$1.21K Buy
+21
New +$1.23K ﹤0.01% 711

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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synergy Asset Management's COWZ Position: Q1 2025 in Review

Synergy Asset Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2025, closing a stake of 21 shares — an estimated $1.21K sold.

Synergy Asset Management first reported a position in COWZ in Q4 2024 and held it in 1 quarter. The position peaked at $1.21K in Q4 2024. 837 funds tracked by Wall St. Rank hold COWZ as of Q1 2025.

  • Synergy Asset Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 21 Pacer US Cash Cows 100 ETF shares in Q1 2025, an estimated $1.21K.
  • Synergy Asset Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Pacer US Cash Cows 100 ETF position peaked at $1.21K in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.