WMS Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

WMS Partners’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 Q1	–	Sell	-16,840	Closed	-$951K	–	58
2024 Q4	$951K	Buy	+16,840	New	+$987K	0.05%	126

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

WMS Partners's COWZ Position: Q1 2025 in Review

WMS Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2025, closing a stake of 16,840 shares — an estimated $951K sold.

WMS Partners first reported a position in COWZ in Q4 2024 and held it in 1 quarter. The position peaked at $951K in Q4 2024. 836 funds tracked by Wall St. Rank hold COWZ as of Q1 2025.

WMS Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 16,840 Pacer US Cash Cows 100 ETF shares in Q1 2025, an estimated $951K.
WMS Partners first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and held it in 1 quarter.
WMS Partners's Pacer US Cash Cows 100 ETF position peaked at $951K in Q4 2024.
836 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.