Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WANY
Wealthspire Advisors (New York)’s
Pacer US Cash Cows 100 ETF
COWZ
Stock Holding History
Wealthspire Advisors (New York)’s Portfolio
COWZ Stock Details
COWZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$229K
Sell
3,666
-6,189
-63%
-$389K
﹤0.01%
811
2025
Q4
$593K
Buy
9,855
+4,886
+98%
+$287K
﹤0.01%
557
2025
Q3
$286K
Sell
4,969
-80
-2%
-$4.55K
﹤0.01%
691
2025
Q2
$278K
Sell
5,049
-1,278
-20%
-$67.7K
﹤0.01%
690
2025
Q1
$346K
Sell
6,327
-5,634
-47%
-$321K
﹤0.01%
607
2024
Q4
$676K
Sell
11,961
-1,952
-14%
-$114K
0.01%
441
2024
Q3
$805K
Sell
13,913
-1,738
-11%
-$97.4K
0.01%
405
2024
Q2
$853K
Sell
15,651
-13,166
-46%
-$731K
0.01%
340
2024
Q1
$1.67M
Sell
28,817
-8,044
-22%
-$430K
0.02%
231
2023
Q4
$1.92M
Sell
36,861
-2,893
-7%
-$144K
0.03%
203
2023
Q3
$1.97M
Buy
+39,754
New
+$1.99M
0.03%
175
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close