AWM
COWZ icon

AE Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

AE Wealth Management’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
2026
Q1 		$1.34M Buy
21,450
+5,207
+32% +$327K 0.01% 766
2025
Q4 		$977K Buy
16,243
+1,599
+11% +$94K 0.01% 810
2025
Q3 		$842K Sell
14,644
-823
-5% -$46.8K 0.01% 796
2025
Q2 		$852K Sell
15,467
-8,996
-37% -$476K 0.01% 769
2025
Q1 		$1.34M Buy
24,463
+12,239
+100% +$697K 0.01% 637
2024
Q4 		$690K Sell
12,224
-15,723
-56% -$922K 0.01% 805
2024
Q3 		$1.62M Buy
27,947
+18,670
+201% +$1.05M 0.01% 594
2024
Q2 		$505K Sell
9,277
-72,929
-89% -$4.05M 0.01% 887
2024
Q1 		$4.78M Sell
82,206
-307,901
-79% -$16.5M 0.05% 307
2023
Q4 		$20.3M Buy
390,107
+58,846
+18% +$2.92M 0.1% 221
2023
Q3 		$16.4M Buy
331,261
+28,165
+9% +$1.41M 0.1% 226
2023
Q2 		$14.5M Sell
303,096
-99,497
-25% -$4.62M 0.09% 276
2023
Q1 		$18.9M Buy
402,593
+199,643
+98% +$9.54M 0.12% 201
2022
Q4 		$9.39M Buy
202,950
+152,161
+300% +$7.08M 0.07% 335
2022
Q3 		$2.08M Buy
50,789
+36,188
+248% +$1.63M 0.02% 689
2022
Q2 		$629K Buy
+14,601
New +$702K 0.01% 1082

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's COWZ Position: Q1 2026 in Review

AE Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 32% in Q1 2026, buying an estimated $327K and bringing the position to 21,450 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #766.

AE Wealth Management first reported a position in COWZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $20.3M in Q4 2023. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • AE Wealth Management held 21,450 shares of Pacer US Cash Cows 100 ETF worth $1.34M as of Q1 2026.
  • AE Wealth Management bought 5,207 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $327K.
  • Pacer US Cash Cows 100 ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #766 holding.
  • AE Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $20.3M in Q4 2023.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.