AWM
COWZ icon

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

Avaii 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
Q2 		$545K Sell
8,769
-1,101
-11% -$69.5K 0.16% 86
2026
Q1 		$617K Sell
9,870
-152
-2% -$9.55K 0.22% 62
2025
Q4 		$603K Sell
10,022
-574
-5% -$33.8K 0.22% 59
2025
Q3 		$609K Buy
10,596
+4,950
+88% +$281K 0.23% 58
2025
Q2 		$311K Sell
5,646
-5,219
-48% -$276K 0.14% 95
2025
Q1 		$595K Sell
10,865
-150,443
-93% -$8.56M 0.32% 45
2024
Q4 		$9.11M Buy
161,308
+1,514
+0.9% +$88.7K 4.48% 6
2024
Q3 		$9.24M Buy
159,794
+12,590
+9% +$705K 4.67% 4
2024
Q2 		$8.02M Buy
147,204
+8,715
+6% +$484K 4.45% 4
2024
Q1 		$8.05M Buy
138,489
+20,714
+18% +$1.11M 4.72% 4
2023
Q4 		$6.12M Buy
117,775
+14,691
+14% +$730K 3.99% 6
2023
Q3 		$5.1M Buy
103,084
+8,672
+9% +$435K 3.86% 5
2023
Q2 		$4.52M Buy
94,412
+4,073
+5% +$189K 3.47% 5
2023
Q1 		$4.24M Buy
90,339
+4,843
+6% +$231K 3.7% 4
2022
Q4 		$3.95M Buy
85,496
+6,819
+9% +$318K 3.53% 4
2022
Q3 		$3.23M Sell
78,677
-19,147
-20% -$860K 3.35% 6
2022
Q2 		$4.21M Buy
97,824
+9,371
+11% +$451K 4.51% 6
2022
Q1 		$4.4M Buy
+88,453
New +$4.26M 4.07% 6

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avaii Wealth Management's COWZ Position: Q2 2026 in Review

Avaii Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 11% in Q2 2026, selling an estimated $69.5K and leaving 8,769 shares worth $545K. The position accounts for 0.16% of the portfolio, ranked #86.

Avaii Wealth Management first reported a position in COWZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.24M in Q3 2024. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Avaii Wealth Management held 8,769 shares of Pacer US Cash Cows 100 ETF worth $545K as of Q2 2026.
  • Avaii Wealth Management sold 1,101 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $69.5K.
  • Pacer US Cash Cows 100 ETF made up 0.16% of Avaii Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Avaii Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 18 quarters since.
  • Avaii Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $9.24M in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.