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West Oak Capital’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

West Oak Capital’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
-700
Closed -$386 – 282
2025
Q2 		$386 Hold
700
– – 0.02% 179
2025
Q1 		$383 Buy
+700
New +$39.8K 0.01% 185

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Oak Capital's COWZ Position: Q3 2025 in Review

West Oak Capital sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2025, closing a stake of 700 shares — an estimated $386 sold.

West Oak Capital first reported a position in COWZ in Q1 2025 and held it in 2 quarters. The position peaked at $386 in Q2 2025. 792 funds tracked by Wall St. Rank hold COWZ as of Q3 2025.

  • West Oak Capital reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • West Oak Capital sold 700 Pacer US Cash Cows 100 ETF shares in Q3 2025, an estimated $386.
  • West Oak Capital first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and held it in 2 quarters.
  • West Oak Capital's Pacer US Cash Cows 100 ETF position peaked at $386 in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.