UP Strategic Wealth Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

UP Strategic Wealth Investment 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 Q3	–	Sell	-4,023	Closed	-$222K	–	92
2025 Q2	$222K	Hold	4,023	–	–	0.17%	83
2025 Q1	$220K	Hold	4,023	–	–	0.2%	79
2024 Q4	$227K	Hold	4,023	–	–	0.23%	70
2024 Q3	$233K	Hold	4,023	–	–	0.26%	68
2024 Q2	$219K	Hold	4,023	–	–	0.33%	54
2024 Q1	$234K	Hold	4,023	–	–	0.38%	52
2023 Q4	$209K	Buy	+4,023	New	+$200K	0.38%	52

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's COWZ Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 4,023 shares — an estimated $222K sold.

UP Strategic Wealth Investment Advisors first reported a position in COWZ in Q4 2023 and held it in 7 quarters. The position peaked at $234K in Q1 2024. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

UP Strategic Wealth Investment Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
UP Strategic Wealth Investment Advisors sold 4,023 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $222K.
UP Strategic Wealth Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and held it in 7 quarters.
UP Strategic Wealth Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $234K in Q1 2024.
792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.