None of the 29 investors followed here reported a position in COWZ in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a COWZ trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.5 | 4.3 | -3.7 | 1.5 | 2.3 | -4.3 | 7.6 | 7.8 | -7.4 | 3.5 | +14.8% | ||
| 2025 | 2.8 | -1.4 | -4.4 | -5.3 | 3.4 | 2.8 | 1.0 | 4.4 | -1.1 | 0.8 | 3.2 | 0.6 | +6.5% |
| 2024 | -0.5 | 4.4 | 7.7 | -5.6 | 2.5 | -3.0 | 6.1 | -0.0 | 0.0 | -1.6 | 6.9 | -7.2 | +8.6% |
| 2023 | 7.6 | -4.2 | -1.5 | -0.4 | -5.1 | 7.9 | 6.8 | -0.4 | -2.9 | -3.4 | 5.1 | 3.6 | +12.4% |
| 2022 | 0.1 | 1.8 | 3.7 | -3.6 | 4.8 | -14.4 | 7.6 | -2.6 | -9.1 | 13.2 | 6.5 | -6.5 | −1.8% |
| 2021 | 3.6 | 3.7 | 12.8 | 3.2 | 2.6 | -0.7 | 2.3 | 2.9 | -3.0 | 3.1 | -1.1 | 5.7 | +40.3% |
| 2020 | -5.3 | -7.9 | -18.5 | 14.1 | 4.5 | 1.7 | 3.3 | 4.8 | -2.8 | -2.3 | 16.8 | 4.3 | +8.0% |
| 2019 | 12.5 | 2.0 | -1.9 | 3.0 | -11.3 | 8.6 | 2.1 | -5.7 | 4.2 | 2.3 | 4.9 | 0.5 | +20.9% |
| 2018 | 5.7 | -3.0 | -2.7 | 0.4 | 1.7 | 1.0 | 2.6 | 1.8 | -1.0 | -8.5 | 1.9 | -10.7 | −11.4% |
| 2017 | 2.1 | 4.5 | -1.0 | 0.3 | -1.2 | 1.3 | 1.6 | -0.9 | 2.7 | -0.1 | 3.9 | 3.3 | +17.7% |
| 2016 | — |
The index uses an objective, rules-based methodology to provide exposure to large and mid-capitalization U.S. companies with high free cash flow yields. Companies with high free cash flow yields are commonly referred to as "cash cows". Under normal circumstances, at least 80% of the fund's total assets will be invested in U.S.-listed equity securities that are the component securities of the index.
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