Heritage Wealth Management (Ohio)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Heritage Wealth Management (Ohio)’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	$2.19M	Buy	35,251 +2,074	+6%	+$131K	0.55%	49
2026 Q1	$2.08M	Sell	33,177 -37	-0.1%	-$2.32K	1.03%	30
2025 Q4	$2M	Buy	33,214 +7,342	+28%	+$432K	0.56%	45
2025 Q3	$1.49M	Buy	25,872 +1,301	+5%	+$73.9K	0.44%	65
2025 Q2	$1.35M	Buy	24,571 +1,757	+8%	+$93K	0.44%	61
2025 Q1	$1.25M	Buy	22,814 +2,313	+11%	+$132K	0.43%	60
2024 Q4	$1.16M	Buy	20,501 +1,098	+6%	+$64.4K	0.38%	68
2024 Q3	$1.12M	Buy	19,403 +1,252	+7%	+$70.1K	0.37%	73
2024 Q2	$969K	Buy	+18,151	New	+$1.01M	0.33%	80

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

Heritage Wealth Management (Ohio)'s COWZ Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.3% in Q2 2026, buying an estimated $131K and bringing the position to 35,251 shares worth $2.19M. The position accounts for 0.55% of the portfolio, ranked #49.

Heritage Wealth Management (Ohio) first reported a position in COWZ in Q2 2024 and has held it in 9 quarters since. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Heritage Wealth Management (Ohio) held 35,251 shares of Pacer US Cash Cows 100 ETF worth $2.19M as of Q2 2026.
Heritage Wealth Management (Ohio) bought 2,074 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $131K.
Pacer US Cash Cows 100 ETF made up 0.55% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #49 holding.
Heritage Wealth Management (Ohio) first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.