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Disclosery

COWZ PACER FDS TR

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US CASH COWS 100 (fund)

851 managers (859 13F filers) reported a position in COWZ shares at 2024-12-31, 310,386,547 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
851
13F filers
859
New
69
Added
397
Reduced
247
Sold out
37
Shares held by filers
310,386,547

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
KINGSWOOD WEALTH ADVISORS, LLC38,944$2.2M0.17%+11,72513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/38,942$2.2M<0.01%+24,67513F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC38,727$2.19M0.31%-13,06513F-HRTimeline
BigSur Wealth Management LLC38,455$2.18M0.62%-70013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC37,485$2.12M0.39%+3,81613F-HRTimeline
WealthTrak Capital Management LLC37,478$2.12M1.79%13F-HRTimeline
FMR LLCin group FMR LLC37,336$2.11M<0.01%+5,10913F-HRTimelineGroup
Petros Family Wealth, LLC37,184$2.1M2.27%13F-HRTimeline
Atlas Wealth Partners, LLC36,987$2.1M2.65%+4,63913F-HRTimeline
Berkeley, Inc36,872$2.08M1.08%new13F-HR/ATimeline
CIBC WORLD MARKET INC.36,378$2.06M<0.01%+34013F-HRTimeline
FLOW TRADERS U.S. LLC36,341$2.05M0.08%+9,93713F-HRTimeline
Coastline Trust Co36,076$2.04M0.24%-2,18513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Laidlaw Wealth Management LLC35,969$2.03M0.88%-8,58013F-HRTimeline
High Net Worth Advisory Group LLC34,916$1.97M0.55%-92113F-HRTimeline
Ballew Advisors, Inc34,409$1.96M1.25%+6,24813F-HRTimeline
Cornerstone Advisory, LLC33,293$1.94M0.22%-38,09013F-HRTimeline
Encompass More Asset Management34,229$1.93M0.64%+1,46913F-HRTimeline
Snowden Capital Advisors LLC34,058$1.93M0.06%+85813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC34,119$1.93M0.15%-1,50513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …33,892$1.91M0.11%-2,03013F-HRTimelineGroup
Camarda Financial Advisors, LLC33,782$1.91M0.72%-36413F-HRTimeline
Summit Wealth Partners, LLC33,575$1.9M0.39%-2,01813F-HRTimeline
PRIVATE TRUST CO NA33,248$1.88M0.19%-67613F-HRTimeline
Herold Advisors, Inc.33,100$1.87M0.41%+9313F-HRTimeline
Intrepid Financial Planning Group LLC32,705$1.85M0.78%+5313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC32,530$1.84M0.46%+89713F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC32,584$1.84M1.05%+1,76213F-HRTimeline
Paragon Advisors, LLC32,561$1.84M0.63%+4,01013F-HRTimeline
Capasso Planning Partners LLC32,218$1.82M0.73%-15,34813F-HRTimeline
OFC FINANCIAL PLANNING, LLC31,628$1.79M1.88%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,509$1.77M0.16%+2,87313F-HRTimeline
Creekmur Asset Management LLC31,193$1.76M0.4%+7413F-HRTimeline
Global Assets Advisory, LLC30,990$1.75M0.97%-15913F-HRTimeline
Sound View Wealth Advisors Group, LLC30,900$1.75M0.14%+4,96313F-HRTimeline
Nova Wealth Management, Inc.30,824$1.74M1.51%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…30,734$1.74M0.04%+1,34113F-HRTimelineGroup
SlateStone Wealth, LLC30,588$1.73M0.17%-1,42813F-HRTimeline
Investment Partners Asset Management, I…30,582$1.73M1.36%+1,48913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC30,542$1.73M0.01%-99313F-HRTimelineGroup
MTM Investment Management, LLC30,508$1.72M0.66%-12113F-HRTimeline
Compass Ion Advisors, LLC30,485$1.72M0.2%+1,83413F-HRTimeline
WORLD EQUITY GROUP, INC.29,990$1.69M0.36%+16,26113F-HRTimeline
New England Private Wealth Advisors LLC29,922$1.69M0.27%+12813F-HRTimeline
Creative Planningin group Creative Planning28,534$1.61M<0.01%-1,88413F-HRTimelineGroup
Valmark Advisers, Inc.28,495$1.61M0.02%+2,01413F-HRTimeline
Unified Investment Management28,225$1.59M1.81%13F-HRTimeline
Integrated Advisors Network LLC28,152$1.59M0.08%+2,70713F-HRTimeline
HAZLETT, BURT & WATSON, INC.28,067$1.58M0.7%-3,19713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,901$1.58M<0.01%+3,88813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC27,667$1.56M0.2%-42213F-HRTimeline
Oder Investment Management, LLC27,542$1.56M1.3%+70313F-HRTimeline
Triumph Capital Management27,357$1.55M0.53%-4,81913F-HRTimeline
AMERIFLEX GROUP, INC.26,503$1.54M0.7%13F-HRTimeline
WNY Asset Management, LLC26,771$1.51M0.19%-27,08713F-HRTimeline
Circle Wealth Management, LLC26,274$1.48M0.03%+2,44013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.26,209$1.48M0.43%+68913F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.25,478$1.44M1.22%13F-HRTimeline
Ashton Thomas Private Wealth, LLC25,352$1.44M0.06%+20,07713F-HRTimeline
HB Wealth Management, LLC25,094$1.42M0.01%-82,34613F-HRTimeline
B & T Capital Management DBA Alpha Capi…24,758$1.4M0.26%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC24,728$1.4M0.87%+4,79213F-HRTimeline
HF Advisory Group, LLC24,643$1.39M0.64%+1,55713F-HRTimeline
Empire Financial Management Company, LLC24,571$1.39M0.43%+2,03413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC24,517$1.38M0.68%-199,23913F-HRTimeline
Global Financial Private Client, LLC24,447$1.38M0.52%+15713F-HRTimeline
Maridea Wealth Management LLC24,442$1.38M0.44%13F-HRTimeline
AllSquare Wealth Management LLC24,295$1.37M0.79%013F-HRTimeline
Avantax Planning Partners, Inc.24,124$1.36M0.05%-1,72813F-HRTimeline
Garden State Investment Advisory Servic…24,016$1.36M0.42%+1,77313F-HRTimeline
Rollins Financial Advisors, LLC23,902$1.35M0.21%-73413F-HRTimeline
Miller Investment Management, LP23,753$1.34M0.15%013F-HRTimeline
Bright Futures Wealth Management, LLC.22,731$1.33M1.19%-25813F-HRTimeline
DHK Financial Advisors, Inc.23,494$1.33M0.81%+10113F-HRTimeline
Scarborough Advisors, LLC23,532$1.33M0.19%new13F-HRTimeline
Insight Wealth Partners, LLC22,343$1.26M0.8%-21313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,282$1.26M<0.01%-351,81113F-HRTimelineGroup
Legacy Financial Strategies, LLC22,211$1.26M0.27%-20613F-HRTimeline
VICUS CAPITAL22,232$1.26M0.11%+14213F-HRTimeline
ARQ WEALTH ADVISORS, LLC21,906$1.24M0.47%+8,92013F-HRTimeline
GG Group Ventures, LLC21,529$1.22M1.6%-17113F-HRTimeline
TUDOR INVESTMENT CORP ET AL21,485$1.21M0.01%+10,86513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC21,235$1.2M0.07%+1,83513F-HRTimeline
Capital Investment Advisory Services, L…21,173$1.2M0.12%+1,59113F-HRTimeline
TRUE Private Wealth Advisors21,082$1.19M0.14%+1,15413F-HRTimeline
Savvy Advisors, Inc.21,081$1.19M0.14%+2,29113F-HRTimeline
ZEGA Investments, LLC20,081$1.18M0.35%13F-HRTimeline
Verity Asset Management, Inc.22,879$1.17M0.66%-4,68413F-HRTimeline
Patriot Financial Group Insurance Agenc…20,667$1.17M0.16%-74,64013F-HRTimeline
Heritage Wealth Management, Inc.20,501$1.16M0.38%+1,09813F-HRTimeline
Ergawealth Advisors, Inc.20,374$1.15M0.57%+86513F-HRTimeline
Able Wealth Management LLC20,253$1.14M0.75%-49613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC20,022$1.13M0.29%new13F-HR/ATimeline
Avantra Family Wealth, Inc.20,008$1.13M1.06%13F-HRTimeline
Optivise Advisory Services LLC19,819$1.12M0.6%-69913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV19,484$1.1M0.4%+6,91413F-HRTimeline
Atlas Private Wealth Advisors19,412$1.1M0.16%-1,05513F-HRTimeline
ROTHSCHILD INVESTMENT LLC19,332$1.09M0.07%+33113F-HRTimeline
Total Clarity Wealth Management, Inc.19,231$1.09M0.35%-20813F-HRTimeline
Allie Family Office LLC19,192$1.08M0.6%+2,41913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…19,143$1.08M0.39%+4,38013F-HRTimeline
1858 WEALTH MANAGEMENT, LLC19,000$1.07M0.85%013F-HRTimeline
MFA Wealth Services18,993$1.07M0.86%13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC18,881$1.07M0.17%+2,35413F-HRTimeline
Lion Street Advisors, LLC18,870$1.07M0.34%+1,09013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC18,746$1.06M0.02%-74613F-HRTimelineGroup
Cypress Wealth Services, LLC18,683$1.06M0.21%+12113F-HRTimeline
Dynamic Advisor Solutions LLC18,306$1.03M0.04%+4,07613F-HRTimeline
Opal Wealth Advisors, LLC18,284$1.03M0.31%-1,05213F-HRTimeline
Thompson David Blair18,133$1.02M0.75%13F-HRTimeline
Dorsey & Whitney Trust CO LLC18,060$1.02M0.06%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,044$1.02M<0.01%+4,65713F-HRTimelineGroup
Tradition Wealth Management, LLC18,016$1.02M0.09%-7,06413F-HRTimeline
Key Financial Inc18,010$1.02M0.23%+16,87713F-HRTimeline
BEAM WEALTH ADVISORS, INC.17,659$997K0.32%+3,05213F-HRTimeline
Compass Advisory Group LLC17,511$993K0.36%013F-HRTimeline
Claro Advisors Inc.17,304$977K0.13%+2,17913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC17,234$973K0.16%+91013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,081$965K0.24%-43813F-HRTimelineGroup
Alta Wealth Advisors LLC16,974$959K0.42%+60313F-HRTimeline
WMS Partners, LLC16,840$951K0.05%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…16,825$950K0.72%13F-HR/ATimelineGroup
GWN SECURITIES INC.16,238$950K0.25%13F-HRTimeline
CHOREO, LLC16,533$934K0.01%-47213F-HRTimeline
IronOak Wealth LLC.16,410$931K1.04%13F-HRTimeline
Lowe Wealth Advisors, LLC16,461$930K0.4%+1,16313F-HRTimeline
Long Island Wealth Management, Inc.16,429$928K0.58%+60613F-HRTimeline
Sloy Dahl & Holst, LLC16,326$922K0.12%+2,93013F-HRTimeline
Resurgent Financial Advisors LLC16,262$918K0.54%-51813F-HRTimeline
Mutual Advisors, LLC15,592$905K0.03%+22913F-HRTimeline
Advisor Resource Council16,010$904K0.65%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC15,957$901K0.28%+6,21413F-HRTimeline
DSG Capital Advisors, LLC15,869$896K0.16%13F-HRTimeline
SeaCrest Wealth Management, LLC15,863$896K0.09%+2,43013F-HRTimeline
ROMANO BROTHERS AND COMPANY15,825$894K0.11%+87513F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC15,779$891K0.88%+28013F-HRTimeline
One Capital Management, LLC15,740$889K0.03%013F-HRTimeline
RKL Wealth Management LLC15,709$887K0.08%new13F-HRTimeline
Financial Security Advisor, Inc.15,603$885K0.22%+12,14313F-HRTimeline
Trivium Point Advisory, LLC15,110$853K0.11%-1,24613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC15,104$853K0.18%+1,12013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,951$847K0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…14,974$846K0.71%13F-HRTimeline
NOVEM GROUP14,964$845K0.13%13F-HRTimeline
Caprock Group, LLC14,742$836K0.03%+7913F-HRTimeline
Crown Wealth Group, LLC14,767$834K0.34%-2,04613F-HRTimeline
Fortis Capital Advisors, LLC14,304$827K0.28%013F-HRTimeline
Bravias Capital Group, LLC14,200$824K0.67%13F-HRTimeline
Centerpoint Advisory Group14,469$817K0.79%13F-HRTimeline
Gainplan LLC14,375$812K0.31%-2,79413F-HRTimeline
CHANNEL WEALTH LLC14,214$803K0.26%-10013F-HRTimeline
5T Wealth, LLC13,842$782K0.43%13F-HRTimeline
Gateway Wealth Partners, LLC13,819$780K0.2%+2,96013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,807$780K0.6%-7213F-HRTimeline
Strategic Financial Concepts, LLC13,760$777K0.15%new13F-HR/ATimeline
Autumn Glory Partners, LLC13,640$770K0.38%-40413F-HRTimeline
M Holdings Securities, Inc.13,578$767K0.12%+9513F-HR/ATimeline
BARRETT & COMPANY, INC.13,515$763K0.32%+16413F-HRTimeline
Guardian Asset Advisors, LLC13,459$761K0.49%-31413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.13,227$750K0.37%013F-HRTimeline
Tyche Wealth Partners LLC13,137$742K0.16%+74113F-HRTimeline
Saxony Capital Management, LLC13,122$741K0.65%-6,20913F-HRTimeline
Stewardship Advisors, LLC13,075$738K0.2%-1,37613F-HRTimeline
Diligent Investors, LLC13,000$734K0.17%013F-HRTimeline
Vertex Planning Partners, LLC12,994$734K0.16%+613F-HRTimeline
BCGM Wealth Management, LLC12,916$730K0.23%+4213F-HRTimeline
Key Client Fiduciary Advisors, LLC12,861$726K0.33%+30513F-HRTimeline
Summit Asset Management, LLC12,860$726K0.13%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,705$718K0.01%-44013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC12,697$717K0.01%-2,02713F-HRTimeline
Breakwater Capital Group12,595$711K0.14%+17313F-HRTimeline
Cyndeo Wealth Partners, LLC12,386$700K0.05%-2013F-HRTimeline
Millstone Evans Group, LLC12,243$692K0.47%13F-HRTimeline
AE Wealth Management LLC12,224$690K0.01%-15,72313F-HRTimeline
GK Wealth Management LLC12,204$689K0.87%13F-HRTimeline
SOL Capital Management CO12,055$681K0.08%+1,10013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,006$678K0.01%+1,06413F-HRTimeline
Wealthspire Advisors, LLC11,961$676K0.01%-1,95213F-HRTimeline
Powers Advisory Group, LLC11,931$674K0.34%+16513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,927$674K0.08%-3,59213F-HRTimelineGroup
Weaver Consulting Group11,825$668K0.21%-24,32213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,779$665K0.01%-2,68613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,228$634K<0.01%-11,17113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …10,980$620K0.05%-26713F-HR/ATimeline
Berger Financial Group, Inc10,956$619K0.04%-23413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,894$615K0.08%+12613F-HRTimeline
Continuum Advisory, LLC10,617$600K0.08%-1,00013F-HRTimeline
OBSIDIAN CIO, LLC10,599$599K0.11%+83113F-HRTimeline
MWA Asset Management10,441$590K0.39%+54013F-HRTimeline
NTV Asset Management LLC10,375$586K0.08%013F-HRTimeline
Avidian Wealth Enterprises, LLC10,359$585K0.03%+4,21013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,357$585K0.23%+2,95113F-HRTimeline
JFG Wealth Management, LLC10,352$585K0.13%-22713F-HRTimeline
Jacksonville Wealth Management, LLC10,302$582K0.54%13F-HRTimeline
Aurora Private Wealth, Inc.10,254$579K0.43%-1,35213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC10,170$577K0.08%013F-HRTimeline
Turning Point Benefit Group, Inc.12,950$570K0.54%13F-HRTimeline
Coordinated Financial Services, Inc.9,875$558K0.43%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC9,849$556K0.34%13F-HRTimeline
ProVise Management Group, LLC9,761$551K0.05%+1,13513F-HRTimeline