Beam Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Beam Wealth Advisors’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	$892K	Sell	14,345 -310	-2%	-$19.6K	0.2%	75
2026 Q1	$917K	Sell	14,655 -474	-3%	-$29.8K	0.23%	73
2025 Q4	$910K	Sell	15,129 -553	-4%	-$32.5K	0.25%	74
2025 Q3	$901K	Sell	15,682 -3,796	-19%	-$216K	0.25%	78
2025 Q2	$1.07M	Buy	19,478 +94	+0.5%	+$4.98K	0.32%	64
2025 Q1	$1.06M	Buy	19,384 +1,725	+10%	+$98.2K	0.36%	60
2024 Q4	$997K	Buy	17,659 +3,052	+21%	+$179K	0.32%	64
2024 Q3	$845K	Sell	14,607 -268	-2%	-$15K	0.26%	70
2024 Q2	$811K	Buy	+14,875	New	+$826K	0.27%	68

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

Beam Wealth Advisors's COWZ Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.1% in Q2 2026, selling an estimated $19.6K and leaving 14,345 shares worth $892K. The position accounts for 0.2% of the portfolio, ranked #75.

Beam Wealth Advisors first reported a position in COWZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q2 2025. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Beam Wealth Advisors held 14,345 shares of Pacer US Cash Cows 100 ETF worth $892K as of Q2 2026.
Beam Wealth Advisors sold 310 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $19.6K.
Pacer US Cash Cows 100 ETF made up 0.2% of Beam Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Beam Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $1.07M in Q2 2025.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.