Corient Private Wealth
COWZ icon

Corient Private Wealth’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Corient Private Wealth’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 		$6.38M Sell
120,753
-348,986
-74% -$21.9M 0.01% 771
2025
Q4 		$28.3M Sell
469,739
-75,881
-14% -$4.46M 0.02% 486
2025
Q3 		$31.4M Buy
545,620
+502,086
+1,153% +$28.5M 0.05% 309
2025
Q2 		$2.4M Buy
43,534
+18,191
+72% +$963K ﹤0.01% 955
2025
Q1 		$1.39M Buy
25,343
+3,061
+14% +$174K ﹤0.01% 1137
2024
Q4 		$1.26M Sell
22,282
-351,811
-94% -$20.6M ﹤0.01% 1211
2024
Q3 		$21.6M Sell
374,093
-364,021
-49% -$20.4M 0.03% 403
2024
Q2 		$39.4M Buy
738,114
+28,364
+4% +$1.57M 0.07% 262
2024
Q1 		$41.2M Buy
709,750
+130,674
+23% +$6.98M 0.07% 258
2023
Q4 		$30.1M Buy
+579,076
New +$28.8M 0.06% 309

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

Corient Private Wealth's COWZ Position: Q1 2026 in Review

Corient Private Wealth reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 74% in Q1 2026, selling an estimated $21.9M and leaving 120,753 shares worth $6.38M. The position accounts for 0.01% of the portfolio, ranked #771.

Corient Private Wealth first reported a position in COWZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $41.2M in Q1 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Corient Private Wealth held 120,753 shares of Pacer US Cash Cows 100 ETF worth $6.38M as of Q1 2026.
  • Corient Private Wealth sold 348,986 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $21.9M.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #771 holding.
  • Corient Private Wealth first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Pacer US Cash Cows 100 ETF position peaked at $41.2M in Q1 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.