Marshall & Sterling Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Marshall & Sterling Wealth Advisors’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	$169K	Sell	2,711 -80	-3%	-$5.05K	0.1%	100
2026 Q1	$175K	Sell	2,791 -815	-23%	-$51.2K	0.11%	98
2025 Q4	$217K	Sell	3,606 -1,670	-32%	-$98.2K	0.14%	80
2025 Q3	$303K	Sell	5,276 -76,234	-94%	-$4.33M	0.19%	69
2025 Q2	$4.49M	Buy	81,510 +22	+0%	+$1.17K	3.04%	8
2025 Q1	$4.46M	Sell	81,488 -746	-0.9%	-$42.5K	3.03%	9
2024 Q4	$4.64M	Buy	+82,234	New	+$4.82M	3.21%	9

Other funds holding COWZ

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

DW30

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's COWZ Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.9% in Q2 2026, selling an estimated $5.05K and leaving 2,711 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #100.

Marshall & Sterling Wealth Advisors first reported a position in COWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.64M in Q4 2024. 198 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,711 shares of Pacer US Cash Cows 100 ETF worth $169K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 80 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $5.05K.
Pacer US Cash Cows 100 ETF made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Marshall & Sterling Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $4.64M in Q4 2024.
198 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.