Caldwell Sutter Capital’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Caldwell Sutter Capital’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	$125K	Buy	2,006 +185	+10%	+$11.7K	0.05%	279
2026 Q1	$114K	Buy	1,821 +249	+16%	+$15.6K	0.05%	275
2025 Q4	$94.6K	Buy	1,572 +50	+3%	+$2.94K	0.04%	287
2025 Q3	$87.5K	Hold	1,522	–	–	0.04%	299
2025 Q2	$83.9K	Sell	1,522 -200	-12%	-$10.6K	0.04%	299
2025 Q1	$94.3K	Buy	1,722 +114	+7%	+$6.49K	0.04%	283
2024 Q4	$90.8K	Buy	1,608 +161	+11%	+$9.44K	0.04%	283
2024 Q3	$83.7K	Buy	1,447 +110	+8%	+$6.16K	0.04%	299
2024 Q2	$72.9K	Buy	1,337 +680	+104%	+$37.7K	0.04%	305
2024 Q1	$38.2K	Hold	657	–	–	0.02%	383
2023 Q4	$34.2K	Buy	657 +402	+158%	+$20K	0.02%	388
2023 Q3	$12.6K	Hold	255	–	–	0.01%	498
2023 Q2	$12.2K	Buy	+255	New	+$11.8K	0.01%	501

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caldwell Sutter Capital's COWZ Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 10% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,006 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #279.

Caldwell Sutter Capital first reported a position in COWZ in Q2 2023 and has held it in 13 quarters since. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Caldwell Sutter Capital held 2,006 shares of Pacer US Cash Cows 100 ETF worth $125K as of Q2 2026.
Caldwell Sutter Capital bought 185 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $11.7K.
Pacer US Cash Cows 100 ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #279 holding.
Caldwell Sutter Capital first reported a position in Pacer US Cash Cows 100 ETF in Q2 2023 and has held it in 13 quarters since.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.