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

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

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

HCR Wealth Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.31% in Q2 2026, buying an estimated $1.01K and bringing the position to 5,174 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #204.

HCR Wealth Advisors first reported a position in COWZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $323K in Q1 2026. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

HCR Wealth Advisors held 5,174 shares of Pacer US Cash Cows 100 ETF worth $322K as of Q2 2026.
HCR Wealth Advisors bought 16 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.01K.
Pacer US Cash Cows 100 ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #204 holding.
HCR Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
HCR Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $323K in Q1 2026.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.