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

BKM 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
Q1 		$610K Buy
9,744
+211
+2% +$13.3K 0.22% 95
2025
Q4 		$574K Buy
9,533
+83
+0.9% +$4.88K 0.21% 98
2025
Q3 		$543K Buy
9,450
+68
+0.7% +$3.86K 0.2% 99
2025
Q2 		$517K Buy
9,382
+75
+0.8% +$3.97K 0.2% 104
2025
Q1 		$510K Sell
9,307
-296
-3% -$16.8K 0.21% 109
2024
Q4 		$542K Hold
9,603
– – 0.22% 102
2024
Q3 		$555K Sell
9,603
-15
-0.2% -$840 0.23% 111
2024
Q2 		$524K Buy
9,618
+44
+0.5% +$2.44K 0.25% 103
2024
Q1 		$556K Sell
9,574
-542
-5% -$29K 0.24% 100
2023
Q4 		$526K Buy
+10,116
New +$503K 0.22% 97

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

BKM Wealth Management's COWZ Position: Q1 2026 in Review

BKM Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 9,744 shares worth $610K. The position accounts for 0.22% of the portfolio, ranked #95.

BKM Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 10 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • BKM Wealth Management held 9,744 shares of Pacer US Cash Cows 100 ETF worth $610K as of Q1 2026.
  • BKM Wealth Management bought 211 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $13.3K.
  • Pacer US Cash Cows 100 ETF made up 0.22% of BKM Wealth Management's portfolio in Q1 2026, its #95 holding.
  • BKM Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 10 quarters since.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.