Zimmermann Investment Management & Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Zimmermann Investment Management & Planning’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	–	Sell	-35,330	Closed	-$2.04M	–	29
2024 Q3	$2.04M	Sell	35,330 -1,149	-3%	-$64.4K	0.63%	41
2024 Q2	$1.99M	Sell	36,479 -5,868	-14%	-$326K	0.66%	40
2024 Q1	$2.46M	Sell	42,347 -3,082	-7%	-$165K	0.89%	34
2023 Q4	$2.36M	Sell	45,429 -8,457	-16%	-$420K	0.97%	32
2023 Q3	$2.66M	Sell	53,886 -173,137	-76%	-$8.68M	1.28%	30
2023 Q2	$10.9M	Buy	227,023 +5,758	+3%	+$267K	5.05%	3
2023 Q1	$10.4M	Buy	221,265 +3,018	+1%	+$144K	5.43%	1
2022 Q4	$10.1M	Buy	218,247 +13,115	+6%	+$611K	5.82%	2
2022 Q3	$8.41M	Buy	205,132 +59,027	+40%	+$2.65M	5.24%	2
2022 Q2	$6.29M	Buy	146,105 +63,119	+76%	+$3.04M	4.31%	4
2022 Q1	$4.13M	Buy	+82,986	New	+$4M	2.45%	15

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

Zimmermann Investment Management & Planning's COWZ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2024, closing a stake of 35,330 shares — an estimated $2.04M sold.

Zimmermann Investment Management & Planning first reported a position in COWZ in Q1 2022 and held it in 11 quarters. The position peaked at $10.9M in Q2 2023. 855 funds tracked by Wall St. Rank hold COWZ as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 35,330 Pacer US Cash Cows 100 ETF shares in Q4 2024, an estimated $2.04M.
Zimmermann Investment Management & Planning first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and held it in 11 quarters.
Zimmermann Investment Management & Planning's Pacer US Cash Cows 100 ETF position peaked at $10.9M in Q2 2023.
855 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.