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COWZ icon

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

Fermata 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 		$11.4M Sell
183,265
-2,038
-1% -$129K 2.31% 8
2026
Q1 		$11.6M Buy
185,303
+4,149
+2% +$261K 2.61% 6
2025
Q4 		$10.9M Buy
181,154
+1,212
+0.7% +$71.3K 2.62% 6
2025
Q3 		$10.3M Buy
179,942
+7,735
+4% +$440K 2.62% 6
2025
Q2 		$9.49M Sell
172,207
-10,990
-6% -$582K 2.54% 5
2025
Q1 		$10M Buy
183,197
+16,758
+10% +$954K 1.82% 11
2024
Q4 		$9.4M Buy
166,439
+22,081
+15% +$1.29M 1.76% 12
2024
Q3 		$8.35M Buy
144,358
+3,591
+3% +$201K 1.69% 12
2024
Q2 		$7.67M Sell
140,767
-89,693
-39% -$4.98M 1.76% 12
2024
Q1 		$13.4M Sell
230,460
-10,522
-4% -$562K 3.02% 6
2023
Q4 		$12.5M Buy
+240,982
New +$12M 2.99% 5

Other funds holding COWZ

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
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
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return