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Coppell Advisory Solutions’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-4,669
Closed -$283K – 70
2025
Q4 		$283K Sell
4,669
-536
-10% -$31.5K 0.03% 337
2025
Q3 		$299K Sell
5,205
-1,335
-20% -$75.9K 0.03% 327
2025
Q2 		$360K Buy
+6,540
New +$346K 0.04% 280
2025
Q1 		– Sell
-6,877
Closed -$386K – 623
2024
Q4 		$386K Sell
6,877
-520
-7% -$30.5K 0.05% 191
2024
Q3 		$427K Buy
7,397
+303
+4% +$17K 0.06% 182
2024
Q2 		$387K Buy
+7,094
New +$394K 0.06% 179
2023
Q4 		$382K Buy
7,355
+155
+2% +$7.7K 0.08% 176
2023
Q3 		$333K Buy
7,200
+540
+8% +$27.1K 0.11% 131
2023
Q2 		$317K Sell
6,660
-350
-5% -$16.2K 0.09% 146
2023
Q1 		$325K Sell
7,010
-190
-3% -$9.08K 0.11% 145
2022
Q4 		$333K Buy
+7,200
New +$335K 0.11% 133

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's COWZ Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026, closing a stake of 4,669 shares — an estimated $283K sold.

Coppell Advisory Solutions first reported a position in COWZ in Q4 2022 and held it in 11 quarters. The position peaked at $427K in Q3 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,669 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $283K.
  • Coppell Advisory Solutions first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Pacer US Cash Cows 100 ETF position peaked at $427K in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.