WR Wealth Planners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

WR Wealth Planners’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	$25.1M	Buy	445,126 +17,376	+4%	+$1.02M	8.08%	3
2024 Q3	$24.7M	Sell	427,750 -22,823	-5%	-$1.28M	6.88%	3
2024 Q2	$24.6M	Sell	450,573 -2,466	-0.5%	-$137K	7.49%	3
2024 Q1	$26.3M	Buy	453,039 +28,357	+7%	+$1.52M	8.19%	2
2023 Q4	$22.1M	Buy	424,682 +1,450	+0.3%	+$72.1K	8.21%	1
2023 Q3	$20.9M	Buy	423,232 +32,506	+8%	+$1.63M	7.97%	1
2023 Q2	$18.7M	Sell	390,726 -986	-0.3%	-$45.8K	7.24%	1
2023 Q1	$18.4M	Buy	391,712 +97,719	+33%	+$4.67M	7.95%	1
2022 Q4	$13.6M	Buy	293,993 +8,338	+3%	+$388K	8.37%	1
2022 Q3	$11.7M	Buy	285,655 +6,066	+2%	+$272K	8.25%	1
2022 Q2	$12M	Buy	279,589 +36,463	+15%	+$1.75M	7.93%	1
2022 Q1	$12.1M	Buy	+243,126	New	+$11.7M	7.21%	1

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

WR Wealth Planners's COWZ Position: Q4 2024 in Review

WR Wealth Planners increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 4.1% in Q4 2024, buying an estimated $1.02M and bringing the position to 445,126 shares worth $25.1M. The position accounts for 8.08% of the portfolio, ranked #3.

WR Wealth Planners first reported a position in COWZ in Q1 2022 and has held it in 12 quarters since. The position peaked at $26.3M in Q1 2024. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

WR Wealth Planners held 445,126 shares of Pacer US Cash Cows 100 ETF worth $25.1M as of Q4 2024.
WR Wealth Planners bought 17,376 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $1.02M.
Pacer US Cash Cows 100 ETF made up 8.08% of WR Wealth Planners's portfolio in Q4 2024, its #3 holding.
WR Wealth Planners first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Pacer US Cash Cows 100 ETF position peaked at $26.3M in Q1 2024.
855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.