Annex Advisory Services
COWZ icon

Annex Advisory Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Annex Advisory Services’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
Q3 		$1.43M Sell
21,431
-1,618
-7% -$110K 0.02% 186
2026
Q2 		$1.43M Sell
23,049
-3,464
-13% -$219K 0.02% 177
2026
Q1 		$1.66M Sell
26,513
-7,757
-23% -$487K 0.03% 163
2025
Q4 		$2.06M Sell
34,270
-7,690
-18% -$452K 0.04% 151
2025
Q3 		$2.41M Sell
41,960
-3,035
-7% -$172K 0.05% 124
2025
Q2 		$2.48M Sell
44,995
-9,137
-17% -$484K 0.06% 119
2025
Q1 		$2.96M Sell
54,132
-15,634
-22% -$890K 0.08% 103
2024
Q4 		$3.94M Sell
69,766
-6,738
-9% -$395K 0.12% 95
2024
Q3 		$4.42M Sell
76,504
-2,391,416
-97% -$134M 0.14% 88
2024
Q2 		$134M Buy
2,467,920
+5,456
+0.2% +$303K 4.74% 7
2024
Q1 		$143M Buy
2,462,464
+17,718
+0.7% +$947K 5.08% 5
2023
Q4 		$127M Buy
2,444,746
+748,827
+44% +$37.2M 5.3% 2
2023
Q3 		$83.8M Sell
1,695,919
-503,402
-23% -$25.2M 5.07% 5
2023
Q2 		$105M Sell
2,199,321
-355,459
-14% -$16.5M 5.84% 3
2023
Q1 		$120M Sell
2,554,780
-16,482
-0.6% -$787K 6.43% 3
2022
Q4 		$119M Buy
2,571,262
+101,716
+4% +$4.74M 6.7% 3
2022
Q3 		$101M Buy
2,469,546
+739,507
+43% +$33.2M 6.83% 2
2022
Q2 		$74.5M Buy
+1,730,039
New +$83.2M 5.38% 5

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
The Wealth Group
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Annex Advisory Services's COWZ Position: Q3 2026 in Review

Annex Advisory Services reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 7% in Q3 2026, selling an estimated $110K and leaving 21,431 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #186.

Annex Advisory Services first reported a position in COWZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $143M in Q1 2024. 258 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Annex Advisory Services held 21,431 shares of Pacer US Cash Cows 100 ETF worth $1.43M as of Q3 2026.
  • Annex Advisory Services sold 1,618 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $110K.
  • Pacer US Cash Cows 100 ETF made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #186 holding.
  • Annex Advisory Services first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 18 quarters since.
  • Annex Advisory Services's Pacer US Cash Cows 100 ETF position peaked at $143M in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.