Insight Wealth Partners
COWZ icon

Insight Wealth Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Insight Wealth Partners’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
Q3 		$1.2M Sell
17,968
-568
-3% -$38.7K 0.16% 56
2026
Q2 		$1.15M Sell
18,536
-5,650
-23% -$357K 0.15% 55
2026
Q1 		$1.51M Sell
24,186
-1,156
-5% -$72.6K 0.21% 42
2025
Q4 		$1.52M Sell
25,342
-519
-2% -$30.5K 0.21% 38
2025
Q3 		$1.49M Buy
25,861
+2,774
+12% +$158K 0.45% 35
2025
Q2 		$1.27M Buy
23,087
+879
+4% +$46.5K 0.49% 34
2025
Q1 		$1.22M Sell
22,208
-135
-0.6% -$7.68K 0.2% 35
2024
Q4 		$1.26M Sell
22,343
-213
-0.9% -$12.5K 0.17% 36
2024
Q3 		$1.3M Buy
22,556
+7,615
+51% +$427K 0.26% 36
2024
Q2 		$814K Buy
14,941
+5,142
+52% +$285K 0.14% 39
2024
Q1 		$569K Buy
+9,799
New +$524K 0.1% 56

Other funds holding COWZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Insight Wealth Partners's COWZ Position: Q3 2026 in Review

Insight Wealth Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.1% in Q3 2026, selling an estimated $38.7K and leaving 17,968 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #56.

Insight Wealth Partners first reported a position in COWZ in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 593 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Insight Wealth Partners held 17,968 shares of Pacer US Cash Cows 100 ETF worth $1.2M as of Q3 2026.
  • Insight Wealth Partners sold 568 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $38.7K.
  • Pacer US Cash Cows 100 ETF made up 0.16% of Insight Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • Insight Wealth Partners first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 11 quarters since.
  • Insight Wealth Partners's Pacer US Cash Cows 100 ETF position peaked at $1.52M in Q4 2025.
  • 593 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.