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Bogart Wealth LLC’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Bogart Wealth LLC’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 		$40.5K Buy
650
+1
+0.2% +$63 ﹤0.01% 591
2026
Q1 		$40.6K Buy
649
+38
+6% +$2.39K ﹤0.01% 546
2025
Q4 		$36.8K Hold
611
– – ﹤0.01% 548
2025
Q3 		$35.1K Buy
611
+25
+4% +$1.42K ﹤0.01% 532
2025
Q2 		$32.3K Sell
586
-336
-36% -$17.8K ﹤0.01% 536
2025
Q1 		$50.5K Buy
922
+343
+59% +$19.5K ﹤0.01% 417
2024
Q4 		$32.7K Buy
579
+2
+0.3% +$117 ﹤0.01% 485
2024
Q3 		$33.4K Buy
577
+3
+0.5% +$168 ﹤0.01% 475
2024
Q2 		$31.3K Hold
574
– – ﹤0.01% 471
2024
Q1 		$33.3K Buy
574
+32
+6% +$1.71K ﹤0.01% 439
2023
Q4 		$28.2K Buy
+542
New +$26.9K ﹤0.01% 451

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bogart Wealth LLC's COWZ Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.15% in Q2 2026, buying an estimated $63 and bringing the position to 650 shares worth $40.5K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Bogart Wealth LLC first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.5K in Q1 2025. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Bogart Wealth LLC held 650 shares of Pacer US Cash Cows 100 ETF worth $40.5K as of Q2 2026.
  • Bogart Wealth LLC bought 1 Pacer US Cash Cows 100 ETF share in Q2 2026, an estimated $63.
  • Pacer US Cash Cows 100 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #591 holding.
  • Bogart Wealth LLC first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • Bogart Wealth LLC's Pacer US Cash Cows 100 ETF position peaked at $50.5K in Q1 2025.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.