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

BigSur 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 Q3	$1.28M	Hold	19,155	–	–	0.3%	87
2026 Q2	$1.19M	Hold	19,155	–	–	0.29%	89
2026 Q1	$1.2M	Hold	19,155	–	–	0.34%	80
2025 Q4	$1.16M	Hold	19,155	–	–	0.28%	78
2025 Q3	$1.1M	Sell	19,155 -12,500	-39%	-$710K	0.27%	77
2025 Q2	$1.74M	Sell	31,655 -5,950	-16%	-$315K	0.44%	61
2025 Q1	$2.06M	Sell	37,605 -850	-2%	-$48.4K	0.56%	50
2024 Q4	$2.18M	Sell	38,455 -700	-2%	-$41K	0.62%	44
2024 Q3	$2.27M	Buy	39,155 +6,010	+18%	+$337K	0.63%	48
2024 Q2	$1.82M	Hold	33,145	–	–	0.56%	50
2024 Q1	$1.93M	Buy	33,145 +12,549	+61%	+$671K	0.6%	48
2023 Q4	$1.08M	Hold	20,596	–	–	0.51%	55
2023 Q3	$1.02M	Buy	20,596 +52	+0.3%	+$2.61K	0.51%	56
2023 Q2	$983K	Buy	20,544 +35	+0.2%	+$1.62K	0.47%	58
2023 Q1	$963K	Buy	+20,509	New	+$980K	0.45%	59

Other funds holding COWZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BigSur Wealth Management's COWZ Position: Q3 2026 in Review

BigSur Wealth Management held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q3 2026 at 19,155 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #87.

BigSur Wealth Management first reported a position in COWZ in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.27M in Q3 2024. 578 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

BigSur Wealth Management held 19,155 shares of Pacer US Cash Cows 100 ETF worth $1.28M as of Q3 2026.
BigSur Wealth Management left its Pacer US Cash Cows 100 ETF share count unchanged in Q3 2026.
Pacer US Cash Cows 100 ETF made up 0.3% of BigSur Wealth Management's portfolio in Q3 2026, its #87 holding.
BigSur Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 15 quarters since.
BigSur Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $2.27M in Q3 2024.
578 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.