A detailed history of Mount Yale Investment Advisors, LLC transactions in Pacer Fds Tr Us Cash Cows 100 stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 10,784 shares of COWZ stock, worth $631,942. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,784
Previous 554,424 98.05%
Holding current value
$631,942
Previous $30.5 Million 97.97%
% of portfolio
0.05%
Previous 2.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$55.15 - $58.11 $30 Million - $31.6 Million
-543,640 Reduced 98.05%
10,784 $619,000
Q2 2025

Aug 12, 2025

SELL
$47.46 - $55.3 $354,336 - $412,869
-7,466 Reduced 1.33%
554,424 $30.5 Million
Q1 2025

Apr 16, 2025

BUY
$53.6 - $58.97 $795,852 - $875,586
14,848 Added 2.71%
561,890 $30.5 Million
Q4 2024

Jan 22, 2025

BUY
$56.06 - $61.35 $30.7 Million - $33.6 Million
547,042 New
547,042 $30.9 Million
Q2 2024

Aug 13, 2024

BUY
$54.04 - $58.09 $893,605 - $960,576
16,536 Added 3.32%
515,019 $28.1 Million
Q1 2024

May 15, 2024

BUY
$50.77 - $58.11 $25.3 Million - $29 Million
498,483 New
498,483 $29 Million

Others Institutions Holding COWZ

About PACER FDS TR US CASH COWS 100


  • Ticker COWZ
  • Sector ETFs
  • Industry ETFs
More about COWZ
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.