HWA
COWZ icon

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

HCR 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 		$322K Buy
5,174
+16
+0.3% +$1.01K 0.03% 204
2026
Q1 		$323K Sell
5,158
-98
-2% -$6.16K 0.03% 192
2025
Q4 		$316K Buy
5,256
+100
+2% +$5.88K 0.03% 192
2025
Q3 		$297K Buy
5,156
+475
+10% +$27K 0.03% 189
2025
Q2 		$258K Buy
4,681
+207
+5% +$11K 0.03% 202
2025
Q1 		$245K Sell
4,474
-1,109
-20% -$63.1K 0.03% 200
2024
Q4 		$315K Buy
5,583
+820
+17% +$48.1K 0.04% 175
2024
Q3 		$275K Buy
4,763
+820
+21% +$45.9K 0.04% 188
2024
Q2 		$215K Buy
+3,943
New +$219K 0.03% 210

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WAP
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PCM
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WWM
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DW30
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IFG
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TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return