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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evensky & Katz's COWZ Position: Q2 2026 in Review

Evensky & Katz increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.4% in Q2 2026, buying an estimated $764K and bringing the position to 850,580 shares worth $52.9M. The position accounts for 2.73% of the portfolio, ranked #14.

Evensky & Katz first reported a position in COWZ in Q4 2022 and has held it in 15 quarters since. 437 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Evensky & Katz held 850,580 shares of Pacer US Cash Cows 100 ETF worth $52.9M as of Q2 2026.
Evensky & Katz bought 12,092 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $764K.
Pacer US Cash Cows 100 ETF made up 2.73% of Evensky & Katz's portfolio in Q2 2026, its #14 holding.
Evensky & Katz first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
437 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.