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

Cherry Tree 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	$20K	Sell	320 -90	-22%	-$5.65K	﹤0.01%	354
2025 Q4	$24.7K	Hold	410	–	–	0.01%	330
2025 Q3	$23.6K	Hold	410	–	–	0.01%	320
2025 Q2	$22.6K	Hold	410	–	–	0.01%	330
2025 Q1	$22.5K	Hold	410	–	–	0.01%	336
2024 Q4	$23.2K	Hold	410	–	–	0.01%	317
2024 Q3	$23.7K	Hold	410	–	–	0.01%	317
2024 Q2	$22.3K	Buy	410 +180	+78%	+$9.99K	0.01%	317
2024 Q1	$13.4K	Hold	230	–	–	﹤0.01%	351
2023 Q4	$12K	Hold	230	–	–	﹤0.01%	344
2023 Q3	$11.4K	Buy	230 +20	+10%	+$1K	﹤0.01%	335
2023 Q2	$10.1K	Buy	+210	New	+$9.75K	﹤0.01%	335

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cherry Tree Wealth Management's COWZ Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 22% in Q1 2026, selling an estimated $5.65K and leaving 320 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Cherry Tree Wealth Management first reported a position in COWZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $24.7K in Q4 2025. 881 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Cherry Tree Wealth Management held 320 shares of Pacer US Cash Cows 100 ETF worth $20K as of Q1 2026.
Cherry Tree Wealth Management sold 90 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $5.65K.
Pacer US Cash Cows 100 ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #354 holding.
Cherry Tree Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $24.7K in Q4 2025.
881 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.