ZF
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Zega Financial’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Zega Financial’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
Q3 		$1.09M Sell
18,851
-3,723
-16% -$209K 0.17% 42
2024
Q2 		$1.23M Buy
22,574
+3,996
+22% +$222K 0.22% 35
2024
Q1 		$1.08M Buy
18,578
+2,730
+17% +$146K 0.37% 28
2023
Q4 		$824K Buy
+15,848
New +$788K 0.26% 37

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Zega Financial's COWZ Position: Q3 2024 in Review

Zega Financial reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 16% in Q3 2024, selling an estimated $209K and leaving 18,851 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #42.

Zega Financial first reported a position in COWZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.23M in Q2 2024. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Zega Financial held 18,851 shares of Pacer US Cash Cows 100 ETF worth $1.09M as of Q3 2024.
  • Zega Financial sold 3,723 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $209K.
  • Pacer US Cash Cows 100 ETF made up 0.17% of Zega Financial's portfolio in Q3 2024, its #42 holding.
  • Zega Financial first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 4 quarters since.
  • Zega Financial's Pacer US Cash Cows 100 ETF position peaked at $1.23M in Q2 2024.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.