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

BankPlus 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	$508K	Sell	8,161 -318	-4%	-$20.1K	0.23%	70
2026 Q1	$530K	Buy	8,479 +542	+7%	+$34K	0.27%	64
2025 Q4	$478K	Hold	7,937	–	–	0.26%	69
2025 Q3	$456K	Buy	7,937 +13	+0.2%	+$739	0.27%	73
2025 Q2	$437K	Sell	7,924 -85	-1%	-$4.5K	0.29%	73
2025 Q1	$439K	Sell	8,009 -49,777	-86%	-$2.83M	0.32%	64
2024 Q4	$3.26M	Buy	+57,786	New	+$3.39M	2.43%	7

Other funds holding COWZ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.8% in Q2 2026, selling an estimated $20.1K and leaving 8,161 shares worth $508K. The position accounts for 0.23% of the portfolio, ranked #70.

BankPlus Wealth Management first reported a position in COWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q4 2024. 437 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

BankPlus Wealth Management held 8,161 shares of Pacer US Cash Cows 100 ETF worth $508K as of Q2 2026.
BankPlus Wealth Management sold 318 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $20.1K.
Pacer US Cash Cows 100 ETF made up 0.23% of BankPlus Wealth Management's portfolio in Q2 2026, its #70 holding.
BankPlus Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $3.26M in Q4 2024.
437 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.