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

Long Island 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 Q1	$763K	Sell	12,192 -836	-6%	-$52.5K	0.35%	48
2025 Q4	$784K	Buy	13,028 +309	+2%	+$18.2K	0.37%	49
2025 Q3	$731K	Hold	12,719	–	–	0.36%	50
2025 Q2	$701K	Hold	12,719	–	–	0.36%	50
2025 Q1	$696K	Sell	12,719 -3,710	-23%	-$211K	0.42%	47
2024 Q4	$928K	Buy	16,429 +606	+4%	+$35.5K	0.58%	40
2024 Q3	$915K	Sell	15,823 -3,803	-19%	-$213K	0.6%	39
2024 Q2	$1.07M	Sell	19,626 -1	-0%	-$56	0.75%	32
2024 Q1	$1.14M	Sell	19,627 -5,555	-22%	-$297K	0.81%	33
2023 Q4	$1.31M	Buy	+25,182	New	+$1.25M	0.93%	30

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Long Island Wealth Management's COWZ Position: Q1 2026 in Review

Long Island Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 6.4% in Q1 2026, selling an estimated $52.5K and leaving 12,192 shares worth $763K. The position accounts for 0.35% of the portfolio, ranked #48.

Long Island Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2023. 878 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Long Island Wealth Management held 12,192 shares of Pacer US Cash Cows 100 ETF worth $763K as of Q1 2026.
Long Island Wealth Management sold 836 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $52.5K.
Pacer US Cash Cows 100 ETF made up 0.35% of Long Island Wealth Management's portfolio in Q1 2026, its #48 holding.
Long Island Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $1.31M in Q4 2023.
878 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.