Wintrust Investments’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Wintrust Investments’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
2024 Q4	$282K	Buy	5,005 +273	+6%	+$16K	0.25%	63
2024 Q3	$273K	Sell	4,732 -9,137	-66%	-$512K	0.2%	93
2024 Q2	$756K	Buy	13,869 +6,601	+91%	+$366K	0.06%	231
2024 Q1	$422K	Buy	7,268 +12	+0.2%	+$641	0.04%	308
2023 Q4	$377K	Sell	7,256 -2,442	-25%	-$121K	0.04%	326
2023 Q3	$479K	Sell	9,698 -19,400	-67%	-$972K	0.05%	267
2023 Q2	$1.39M	Buy	+29,098	New	+$1.35M	0.14%	139
2021 Q3	–	Sell	-5,415	Closed	-$232K	–	298
2021 Q2	$232K	Buy	+5,415	New	+$230K	0.02%	385

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wintrust Investments's COWZ Position: Q4 2024 in Review

Wintrust Investments increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 5.8% in Q4 2024, buying an estimated $16K and bringing the position to 5,005 shares worth $282K. The position accounts for 0.25% of the portfolio, ranked #63.

Wintrust Investments first reported a position in COWZ in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.39M in Q2 2023. 856 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Wintrust Investments held 5,005 shares of Pacer US Cash Cows 100 ETF worth $282K as of Q4 2024.
Wintrust Investments bought 273 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $16K.
Pacer US Cash Cows 100 ETF made up 0.25% of Wintrust Investments's portfolio in Q4 2024, its #63 holding.
Wintrust Investments first reported a position in Pacer US Cash Cows 100 ETF in Q2 2021 and has held it in 8 quarters since.
Wintrust Investments's Pacer US Cash Cows 100 ETF position peaked at $1.39M in Q2 2023.
856 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.