IW
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Instrumental Wealth’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Instrumental Wealth’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 		– Sell
-3,627
Closed -$227K – 90
2026
Q1 		$227K Hold
3,627
– – 0.14% 64
2025
Q4 		$234K Sell
3,627
-118,501
-97% -$6.97M 0.14% 60
2025
Q3 		$7.03M Sell
122,128
-20,671
-14% -$1.17M 4.93% 8
2025
Q2 		$7.92M Buy
142,799
+1,510
+1% +$80K 6.3% 7
2025
Q1 		$7.28M Sell
141,289
-91,260
-39% -$5.19M 6.6% 7
2024
Q4 		$13.5M Buy
232,549
+20,520
+10% +$1.2M 12.74% 3
2024
Q3 		$12.4M Buy
212,029
+7,980
+4% +$447K 12.1% 3
2024
Q2 		$11.4M Buy
204,049
+15,951
+8% +$885K 11.82% 3
2024
Q1 		$10.3M Sell
188,098
-12,592
-6% -$673K 4.5% 4
2023
Q4 		$10.2M Buy
200,690
+4,537
+2% +$225K 11.07% 3
2023
Q3 		$9.82M Buy
196,153
+9,970
+5% +$500K 11.47% 4
2023
Q2 		$9.13M Buy
186,183
+7,021
+4% +$326K 10.97% 5
2023
Q1 		$8.09M Buy
+179,162
New +$8.56M 10.68% 5

Other funds holding COWZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Instrumental Wealth's COWZ Position: Q2 2026 in Review

Instrumental Wealth sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026, closing a stake of 3,627 shares — an estimated $227K sold.

Instrumental Wealth first reported a position in COWZ in Q1 2023 and held it in 13 quarters. The position peaked at $13.5M in Q4 2024. 301 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Instrumental Wealth reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Instrumental Wealth sold 3,627 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $227K.
  • Instrumental Wealth first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and held it in 13 quarters.
  • Instrumental Wealth's Pacer US Cash Cows 100 ETF position peaked at $13.5M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.