BKM Wealth Management
COWZ icon

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
Q3 		$627K Buy
9,392
+2,203
+31% +$150K 0.2% 96
2026
Q2 		$447K Sell
7,189
-2,555
-26% -$161K 0.16% 107
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

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

BKM Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 31% in Q3 2026, buying an estimated $150K and bringing the position to 9,392 shares worth $627K. The position accounts for 0.2% of the portfolio, ranked #96.

BKM Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 12 quarters since. 529 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • BKM Wealth Management held 9,392 shares of Pacer US Cash Cows 100 ETF worth $627K as of Q3 2026.
  • BKM Wealth Management bought 2,203 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $150K.
  • Pacer US Cash Cows 100 ETF made up 0.2% of BKM Wealth Management's portfolio in Q3 2026, its #96 holding.
  • BKM Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 12 quarters since.
  • 529 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.