BFG
COWZ icon

Berger Financial Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Berger Financial Group’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
Q1 		$677K Sell
10,825
-395
-4% -$24.8K 0.04% 252
2025
Q4 		$675K Buy
11,220
+308
+3% +$18.1K 0.04% 255
2025
Q3 		$627K Buy
10,912
+157
+1% +$8.92K 0.04% 259
2025
Q2 		$593K Sell
10,755
-309
-3% -$16.4K 0.04% 250
2025
Q1 		$606K Buy
11,064
+108
+1% +$6.15K 0.04% 239
2024
Q4 		$619K Sell
10,956
-234
-2% -$13.7K 0.04% 229
2024
Q3 		$647K Sell
11,190
-3,549
-24% -$199K 0.05% 199
2024
Q2 		$803K Buy
14,739
+5,899
+67% +$327K 0.06% 166
2024
Q1 		$514K Buy
8,840
+341
+4% +$18.2K 0.04% 203
2023
Q4 		$442K Buy
8,499
+498
+6% +$24.8K 0.05% 178
2023
Q3 		$395K Sell
8,001
-209
-3% -$10.5K 0.05% 176
2023
Q2 		$393K Sell
8,210
-2,153
-21% -$100K 0.04% 185
2023
Q1 		$487K Buy
10,363
+1,444
+16% +$69K 0.06% 156
2022
Q4 		$413K Buy
8,919
+1,555
+21% +$72.4K 0.05% 171
2022
Q3 		$302K Buy
7,364
+2,136
+41% +$95.9K 0.04% 183
2022
Q2 		$225K Buy
5,228
+1,011
+24% +$48.6K 0.03% 218
2022
Q1 		$210K Buy
+4,217
New +$203K 0.03% 258

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Berger Financial Group's COWZ Position: Q1 2026 in Review

Berger Financial Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.5% in Q1 2026, selling an estimated $24.8K and leaving 10,825 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #252.

Berger Financial Group first reported a position in COWZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $803K in Q2 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Berger Financial Group held 10,825 shares of Pacer US Cash Cows 100 ETF worth $677K as of Q1 2026.
  • Berger Financial Group sold 395 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $24.8K.
  • Pacer US Cash Cows 100 ETF made up 0.04% of Berger Financial Group's portfolio in Q1 2026, its #252 holding.
  • Berger Financial Group first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 17 quarters since.
  • Berger Financial Group's Pacer US Cash Cows 100 ETF position peaked at $803K in Q2 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.