Carson Wealth (CWM LLC)
COWZ icon

Carson Wealth (CWM LLC)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Carson Wealth (CWM 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
Q1 		$20.2M Sell
322,904
-367
-0.1% -$23.1K 0.05% 325
2025
Q4 		$19.5M Buy
323,271
+9,621
+3% +$566K 0.05% 324
2025
Q3 		$18M Sell
313,650
-18,997
-6% -$1.08M 0.05% 300
2025
Q2 		$18.3M Buy
332,647
+1,994
+0.6% +$106K 0.06% 254
2025
Q1 		$18.1M Buy
330,653
+13,333
+4% +$759K 0.07% 239
2024
Q4 		$17.9M Sell
317,320
-873
-0.3% -$51.2K 0.07% 221
2024
Q3 		$18.4M Buy
318,193
+45,416
+17% +$2.54M 0.08% 218
2024
Q2 		$14.9M Buy
272,777
+74,990
+38% +$4.16M 0.07% 238
2024
Q1 		$11.5M Buy
197,787
+151,574
+328% +$8.1M 0.06% 273
2023
Q4 		$2.4M Buy
46,213
+17,965
+64% +$893K 0.01% 540
2023
Q3 		$1.4M Buy
28,248
+25,379
+885% +$1.27M 0.01% 627
2023
Q2 		$137K Buy
2,869
+64
+2% +$2.97K ﹤0.01% 1404
2023
Q1 		$132K Buy
2,805
+494
+21% +$23.6K ﹤0.01% 1361
2022
Q4 		$107K Sell
2,311
-3,826
-62% -$178K ﹤0.01% 1349
2022
Q3 		$252K Buy
6,137
+1,952
+47% +$87.7K ﹤0.01% 964
2022
Q2 		$180K Sell
4,185
-1,498
-26% -$72.1K ﹤0.01% 1081
2022
Q1 		$283K Sell
5,683
-2,022
-26% -$97.5K ﹤0.01% 901
2021
Q4 		$363K Buy
+7,705
New +$353K ﹤0.01% 817

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Carson Wealth (CWM LLC)'s COWZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.11% in Q1 2026, selling an estimated $23.1K and leaving 322,904 shares worth $20.2M. The position accounts for 0.05% of the portfolio, ranked #325.

Carson Wealth (CWM LLC) first reported a position in COWZ in Q4 2021 and has held it in 18 quarters since. 883 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 322,904 shares of Pacer US Cash Cows 100 ETF worth $20.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 367 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $23.1K.
  • Pacer US Cash Cows 100 ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #325 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 18 quarters since.
  • 883 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.