Wealth Enhancement Advisory Services
COWZ icon

Wealth Enhancement Advisory Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$49.1M Sell
785,815
-615,630
-44% -$38.7M 0.11% 191
2025
Q4 		$86.3M Sell
1,401,445
-48,053
-3% -$2.83M 0.12% 160
2025
Q3 		$83.3M Sell
1,449,498
-43,732
-3% -$2.49M 0.13% 156
2025
Q2 		$84.6M Sell
1,493,230
-94,563
-6% -$5.01M 0.14% 144
2025
Q1 		$86.9M Sell
1,587,793
-806,968
-34% -$45.9M 0.17% 117
2024
Q4 		$135M Buy
2,394,761
+506,659
+27% +$29.7M 0.26% 71
2024
Q3 		$109M Buy
1,888,102
+111,670
+6% +$6.26M 0.23% 82
2024
Q2 		$96.8M Buy
1,776,432
+256,779
+17% +$14.3M 0.23% 90
2024
Q1 		$88.3M Buy
1,519,653
+97,417
+7% +$5.21M 0.23% 93
2023
Q4 		$73.9M Buy
1,422,236
+699,244
+97% +$34.8M 0.21% 104
2023
Q3 		$35.7M Buy
+722,992
New +$36.2M 0.12% 180

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
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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 $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return