IAM Advisory’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

IAM Advisory’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	$1.79M	Sell	28,757 -217	-0.7%	-$13.7K	0.35%	50
2026 Q1	$1.81M	Sell	28,974 -664	-2%	-$41.7K	0.41%	39
2025 Q4	$1.78M	Sell	29,638 -259	-0.9%	-$15.2K	0.4%	39
2025 Q3	$1.72M	Sell	29,897 -1,006	-3%	-$57.2K	0.39%	43
2025 Q2	$1.7M	Sell	30,903 -363,696	-92%	-$19.3M	0.41%	40
2025 Q1	$21.6M	Buy	394,599 +521	+0.1%	+$29.7K	5.61%	5
2024 Q4	$22.3M	Buy	394,078 +3,005	+0.8%	+$176K	5.64%	5
2024 Q3	$22.6M	Buy	391,073 +3,478	+0.9%	+$195K	5.72%	5
2024 Q2	$21.1M	Sell	387,595 -3,387	-0.9%	-$188K	5.72%	5
2024 Q1	$22.7M	Buy	390,982 +24,348	+7%	+$1.3M	6.22%	3
2023 Q4	$19.1M	Sell	366,634 -3,676	-1%	-$183K	5.99%	4
2023 Q3	$18.3M	Buy	370,310 +3,173	+0.9%	+$159K	6.39%	3
2023 Q2	$17.6M	Buy	367,137 +1,254	+0.3%	+$58.2K	6%	4
2023 Q1	$17.2M	Sell	365,883 -3,925	-1%	-$188K	5.93%	4
2022 Q4	$17.1M	Sell	369,808 -4,385	-1%	-$204K	6.29%	5
2022 Q3	$15.3M	Sell	374,193 -7,149	-2%	-$321K	6.49%	4
2022 Q2	$16.4M	Buy	381,342 +17,335	+5%	+$834K	6.75%	4
2022 Q1	$18.1M	Buy	364,007 +141,474	+64%	+$6.82M	7.36%	4
2021 Q4	$10.6M	Buy	+222,533	New	+$10.2M	4.2%	4

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

IAM Advisory's COWZ Position: Q2 2026 in Review

IAM Advisory reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.75% in Q2 2026, selling an estimated $13.7K and leaving 28,757 shares worth $1.79M. The position accounts for 0.35% of the portfolio, ranked #50.

IAM Advisory first reported a position in COWZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.7M in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

IAM Advisory held 28,757 shares of Pacer US Cash Cows 100 ETF worth $1.79M as of Q2 2026.
IAM Advisory sold 217 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $13.7K.
Pacer US Cash Cows 100 ETF made up 0.35% of IAM Advisory's portfolio in Q2 2026, its #50 holding.
IAM Advisory first reported a position in Pacer US Cash Cows 100 ETF in Q4 2021 and has held it in 19 quarters since.
IAM Advisory's Pacer US Cash Cows 100 ETF position peaked at $22.7M in Q1 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.