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Independent Financial Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Independent Financial Group’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 		$20.3M Sell
325,573
-23,620
-7% -$1.49M 0.38% 38
2026
Q1 		$21.8M Sell
349,193
-20,742
-6% -$1.3M 0.49% 31
2025
Q4 		$22.3M Sell
369,935
-33,157
-8% -$1.95M 0.5% 31
2025
Q3 		$23.2M Sell
403,092
-37,808
-9% -$2.15M 0.56% 23
2025
Q2 		$24.3M Sell
440,900
-49,865
-10% -$2.64M 0.67% 20
2025
Q1 		$26.9M Sell
490,765
-3,084
-0.6% -$176K 0.92% 13
2024
Q4 		$27.9M Buy
493,849
+46,918
+10% +$2.75M 0.93% 13
2024
Q3 		$25.8M Buy
446,931
+19,868
+5% +$1.11M 0.95% 11
2024
Q2 		$23.3M Buy
427,063
+41,510
+11% +$2.3M 0.93% 12
2024
Q1 		$22.4M Buy
385,553
+92,985
+32% +$4.97M 1.03% 10
2023
Q4 		$15.2M Buy
292,568
+83,028
+40% +$4.13M 0.81% 15
2023
Q3 		$10.4M Buy
209,540
+30,408
+17% +$1.52M 0.67% 18
2023
Q2 		$8.58M Buy
179,132
+11,380
+7% +$528K 0.59% 20
2023
Q1 		$7.88M Buy
167,752
+40,146
+31% +$1.92M 0.63% 18
2022
Q4 		$5.9M Buy
127,606
+26,528
+26% +$1.24M 0.51% 28
2022
Q3 		$4.15M Buy
101,078
+8,102
+9% +$364K 0.38% 44
2022
Q2 		$4M Buy
92,976
+30,079
+48% +$1.45M 0.43% 38
2022
Q1 		$3.13M Buy
62,897
+43,586
+226% +$2.1M 0.25% 79
2021
Q4 		$909K Buy
19,311
+7,539
+64% +$346K 0.08% 272
2021
Q3 		$514K Buy
11,772
+1,443
+14% +$63.5K 0.05% 354
2021
Q2 		$442K Buy
10,329
+4,026
+64% +$171K 0.05% 403
2021
Q1 		$256K Sell
6,303
-8,308
-57% -$309K 0.03% 513
2020
Q4 		$490K Buy
+14,611
New +$453K 0.07% 312

Other funds holding COWZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's COWZ Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.8% in Q2 2026, selling an estimated $1.49M and leaving 325,573 shares worth $20.3M. The position accounts for 0.38% of the portfolio, ranked #38.

Independent Financial Group first reported a position in COWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.9M in Q4 2024. 824 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Independent Financial Group held 325,573 shares of Pacer US Cash Cows 100 ETF worth $20.3M as of Q2 2026.
  • Independent Financial Group sold 23,620 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.49M.
  • Pacer US Cash Cows 100 ETF made up 0.38% of Independent Financial Group's portfolio in Q2 2026, its #38 holding.
  • Independent Financial Group first reported a position in Pacer US Cash Cows 100 ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Pacer US Cash Cows 100 ETF position peaked at $27.9M in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.