CWS
COWZ icon

Cypress Wealth Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Cypress Wealth Services’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 		$1M Sell
16,097
-96
-0.6% -$6.06K 0.12% 131
2026
Q1 		$1.01M Sell
16,193
-568
-3% -$35.7K 0.14% 120
2025
Q4 		$1.01M Sell
16,761
-397
-2% -$23.3K 0.14% 120
2025
Q3 		$986K Sell
17,158
-906
-5% -$51.5K 0.16% 109
2025
Q2 		$995K Sell
18,064
-582
-3% -$30.8K 0.18% 99
2025
Q1 		$1.02M Sell
18,646
-37
-0.2% -$2.11K 0.21% 87
2024
Q4 		$1.06M Buy
18,683
+121
+0.7% +$7.09K 0.21% 79
2024
Q3 		$1.07M Buy
18,562
+1,368
+8% +$76.6K 0.22% 76
2024
Q2 		$937K Buy
17,194
+948
+6% +$52.6K 0.21% 82
2024
Q1 		$944K Buy
16,246
+1,178
+8% +$63K 0.22% 81
2023
Q4 		$783K Buy
15,068
+1,180
+8% +$58.6K 0.2% 94
2023
Q3 		$686K Buy
13,888
+666
+5% +$33.4K 0.19% 101
2023
Q2 		$644K Buy
13,222
+490
+4% +$22.7K 0.17% 105
2023
Q1 		$598K Buy
12,732
+3,474
+38% +$166K 0.18% 101
2022
Q4 		$428K Buy
9,258
+1,258
+16% +$58.6K 0.14% 139
2022
Q3 		$346K Buy
+8,000
New +$359K 0.12% 148

Other funds holding COWZ

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cypress Wealth Services's COWZ Position: Q2 2026 in Review

Cypress Wealth Services reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.59% in Q2 2026, selling an estimated $6.06K and leaving 16,097 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #131.

Cypress Wealth Services first reported a position in COWZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q3 2024. 191 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Cypress Wealth Services held 16,097 shares of Pacer US Cash Cows 100 ETF worth $1M as of Q2 2026.
  • Cypress Wealth Services sold 96 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $6.06K.
  • Pacer US Cash Cows 100 ETF made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #131 holding.
  • Cypress Wealth Services first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and has held it in 16 quarters since.
  • Cypress Wealth Services's Pacer US Cash Cows 100 ETF position peaked at $1.07M in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.