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Integrated Wealth Concepts’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Integrated Wealth Concepts’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
Q1 		$3.25M Buy
51,997
+4,250
+9% +$267K 0.03% 576
2025
Q4 		$2.87M Sell
47,747
-5,217
-10% -$307K 0.03% 438
2025
Q3 		$3.04M Sell
52,964
-6
-0% -$341 0.03% 528
2025
Q2 		$2.92M Sell
52,970
-26,254
-33% -$1.39M 0.03% 504
2025
Q1 		$4.34M Buy
79,224
+19,297
+32% +$1.1M 0.05% 353
2024
Q4 		$3.38M Sell
59,927
-78,879
-57% -$4.62M 0.04% 395
2024
Q3 		$8.03M Sell
138,806
-3,465
-2% -$194K 0.1% 199
2024
Q2 		$7.75M Buy
142,271
+20,911
+17% +$1.16M 0.11% 195
2024
Q1 		$7.05M Sell
121,360
-1,680
-1% -$89.8K 0.1% 219
2023
Q4 		$6.4M Buy
123,040
+93,868
+322% +$4.67M 0.1% 205
2023
Q3 		$1.44M Buy
29,172
+1,740
+6% +$87.2K 0.03% 559
2023
Q2 		$1.31M Buy
27,432
+13,116
+92% +$609K 0.02% 589
2023
Q1 		$672K Sell
14,316
-5,944
-29% -$284K 0.01% 758
2022
Q4 		$937K Buy
20,260
+14,773
+269% +$688K 0.03% 491
2022
Q3 		$225K Buy
+5,487
New +$246K 0.01% 826

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Wealth Concepts's COWZ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 8.9% in Q1 2026, buying an estimated $267K and bringing the position to 51,997 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #576.

Integrated Wealth Concepts first reported a position in COWZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.03M in Q3 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Integrated Wealth Concepts held 51,997 shares of Pacer US Cash Cows 100 ETF worth $3.25M as of Q1 2026.
  • Integrated Wealth Concepts bought 4,250 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $267K.
  • Pacer US Cash Cows 100 ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #576 holding.
  • Integrated Wealth Concepts first reported a position in Pacer US Cash Cows 100 ETF in Q3 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Pacer US Cash Cows 100 ETF position peaked at $8.03M in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.