EP Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

EP Wealth Advisors’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	$1.12M	Sell	18,007 -1,679	-9%	-$106K	﹤0.01%	715
2026 Q1	$1.23M	Sell	19,686 -1,194	-6%	-$75K	0.01%	580
2025 Q4	$1.26M	Buy	+20,880	New	+$1.23M	0.01%	557
2025 Q2	$397K	Sell	7,213 -2,462	-25%	-$130K	﹤0.01%	883
2025 Q1	$530K	Buy	9,675 +2,419	+33%	+$138K	﹤0.01%	686
2024 Q4	$410K	Sell	7,256 -3,009	-29%	-$176K	﹤0.01%	754
2024 Q3	$594K	Buy	10,265 +950	+10%	+$53.2K	0.01%	638
2024 Q2	$508K	Buy	9,315 +3,749	+67%	+$208K	0.01%	530
2024 Q1	$323K	Buy	5,566 +77	+1%	+$4.12K	﹤0.01%	605
2023 Q4	$285K	Buy	+5,489	New	+$273K	﹤0.01%	628
2023 Q1	–	Sell	-5,423	Closed	-$251K	–	648
2022 Q4	$251K	Buy	+5,423	New	+$253K	﹤0.01%	503

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EP Wealth Advisors's COWZ Position: Q2 2026 in Review

EP Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 8.5% in Q2 2026, selling an estimated $106K and leaving 18,007 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #715.

EP Wealth Advisors first reported a position in COWZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2025. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

EP Wealth Advisors held 18,007 shares of Pacer US Cash Cows 100 ETF worth $1.12M as of Q2 2026.
EP Wealth Advisors sold 1,679 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $106K.
Pacer US Cash Cows 100 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #715 holding.
EP Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 11 quarters since.
EP Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $1.26M in Q4 2025.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.