Evensky & Katz
COWZ icon

Evensky & Katz’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Evensky & Katz’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
Q3 		$57.3M Buy
858,699
+8,119
+1% +$553K 3% 13
2026
Q2 		$52.9M Buy
850,580
+12,092
+1% +$764K 2.73% 14
2026
Q1 		$52.5M Buy
838,488
+17,775
+2% +$1.12M 2.98% 12
2025
Q4 		$49.4M Buy
820,713
+15,597
+2% +$917K 2.79% 14
2025
Q3 		$46.3M Buy
805,116
+24,458
+3% +$1.39M 2.68% 14
2025
Q2 		$43M Buy
780,658
+9,950
+1% +$527K 2.63% 14
2025
Q1 		$42.2M Buy
770,708
+22,077
+3% +$1.26M 2.83% 14
2024
Q4 		$42.3M Buy
748,631
+14,430
+2% +$846K 2.77% 14
2024
Q3 		$42.5M Buy
734,201
+18,629
+3% +$1.04M 2.76% 14
2024
Q2 		$39M Buy
715,572
+16,311
+2% +$905K 2.72% 14
2024
Q1 		$40.6M Buy
699,261
+30,132
+5% +$1.61M 2.87% 13
2023
Q4 		$34.8M Buy
669,129
+10,109
+2% +$502K 2.62% 13
2023
Q3 		$32.6M Sell
659,020
-14,630
-2% -$733K 2.78% 13
2023
Q2 		$32.2M Buy
673,650
+30,159
+5% +$1.4M 2.45% 15
2023
Q1 		$30.2M Buy
643,491
+79,530
+14% +$3.8M 2.44% 14
2022
Q4 		$26.1M Buy
+563,961
New +$26.3M 2.35% 15

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Evensky & Katz's COWZ Position: Q3 2026 in Review

Evensky & Katz increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.95% in Q3 2026, buying an estimated $553K and bringing the position to 858,699 shares worth $57.3M. The position accounts for 3% of the portfolio, ranked #13.

Evensky & Katz first reported a position in COWZ in Q4 2022 and has held it in 16 quarters since. 406 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Evensky & Katz held 858,699 shares of Pacer US Cash Cows 100 ETF worth $57.3M as of Q3 2026.
  • Evensky & Katz bought 8,119 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $553K.
  • Pacer US Cash Cows 100 ETF made up 3% of Evensky & Katz's portfolio in Q3 2026, its #13 holding.
  • Evensky & Katz first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 16 quarters since.
  • 406 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Evensky & Katz's 13F filing for Q3 2026, filed 27 Oct 2026.