Liberty Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Liberty Wealth Management’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	$506K	Hold	8,091	–	–	0.06%	143
2026 Q1	$506K	Sell	8,091 -3,263	-29%	-$205K	0.06%	143
2025 Q4	$683K	Sell	11,354 -1,814	-14%	-$107K	0.09%	113
2025 Q3	$757K	Sell	13,168 -3,770	-22%	-$214K	0.11%	101
2025 Q2	$933K	Buy	16,938 +1,247	+8%	+$66K	0.15%	86
2025 Q1	$859K	Sell	15,691 -1,543	-9%	-$87.8K	0.16%	67
2024 Q4	$973K	Buy	17,234 +910	+6%	+$53.3K	0.16%	80
2024 Q3	$944K	Buy	16,324 +378	+2%	+$21.2K	0.16%	79
2024 Q2	$863K	Buy	15,946 +1,597	+11%	+$88.6K	0.16%	79
2024 Q1	$834K	Buy	+14,349	New	+$767K	0.16%	80
2023 Q4	–	Sell	-12,786	Closed	-$632K	–	174
2023 Q3	$632K	Buy	12,786 +284	+2%	+$14.2K	0.16%	76
2023 Q2	$598K	Sell	12,502 -2,723	-18%	-$126K	0.15%	80
2023 Q1	$715K	Buy	+15,225	New	+$727K	0.15%	88
2022 Q3	$583K	Sell	14,216 -3,327	-19%	-$149K	0.16%	77
2022 Q2	$755K	Buy	+17,543	New	+$844K	0.31%	57

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

Liberty Wealth Management's COWZ Position: Q2 2026 in Review

Liberty Wealth Management held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q2 2026 at 8,091 shares worth $506K. The position accounts for 0.06% of the portfolio, ranked #143.

Liberty Wealth Management first reported a position in COWZ in Q2 2022 and has held it in 15 quarters since. The position peaked at $973K in Q4 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Liberty Wealth Management held 8,091 shares of Pacer US Cash Cows 100 ETF worth $506K as of Q2 2026.
Liberty Wealth Management left its Pacer US Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Cash Cows 100 ETF made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #143 holding.
Liberty Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 15 quarters since.
Liberty Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $973K in Q4 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.