Avidian Wealth Enterprises’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Avidian Wealth Enterprises’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	$1.31M	Sell	21,088 -1,542	-7%	-$97.4K	0.04%	271
2026 Q1	$1.42M	Buy	22,630 +1,727	+8%	+$108K	0.04%	242
2025 Q4	$1.26M	Sell	20,903 -15,600	-43%	-$917K	0.05%	194
2025 Q3	$2.1M	Buy	36,503 +777	+2%	+$44.2K	0.08%	135
2025 Q2	$1.97M	Buy	35,726 +957	+3%	+$50.7K	0.08%	132
2025 Q1	$1.9M	Buy	34,769 +24,410	+236%	+$1.39M	0.08%	129
2024 Q4	$585K	Buy	10,359 +4,210	+68%	+$247K	0.03%	268
2024 Q3	$356K	Buy	6,149 +732	+14%	+$41K	0.02%	364
2024 Q2	$295K	Sell	5,417 -100	-2%	-$5.55K	0.01%	394
2024 Q1	$321K	Sell	5,517 -1,451	-21%	-$77.6K	0.02%	345
2023 Q4	$362K	Buy	6,968 +1,365	+24%	+$67.8K	0.02%	310
2023 Q3	$277K	Sell	5,603 -1,251	-18%	-$62.7K	0.02%	337
2023 Q2	$328K	Buy	+6,854	New	+$318K	0.02%	329

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avidian Wealth Enterprises's COWZ Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.8% in Q2 2026, selling an estimated $97.4K and leaving 21,088 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #271.

Avidian Wealth Enterprises first reported a position in COWZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q3 2025. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Avidian Wealth Enterprises held 21,088 shares of Pacer US Cash Cows 100 ETF worth $1.31M as of Q2 2026.
Avidian Wealth Enterprises sold 1,542 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $97.4K.
Pacer US Cash Cows 100 ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #271 holding.
Avidian Wealth Enterprises first reported a position in Pacer US Cash Cows 100 ETF in Q2 2023 and has held it in 13 quarters since.
Avidian Wealth Enterprises's Pacer US Cash Cows 100 ETF position peaked at $2.1M in Q3 2025.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.