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McKinley Carter Wealth Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

McKinley Carter Wealth Services’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 		$2.25M Sell
35,953
-266
-0.7% -$16.7K 0.13% 117
2025
Q4 		$2.18M Sell
36,219
-918
-2% -$54K 0.12% 118
2025
Q3 		$2.13M Sell
37,137
-1,000
-3% -$56.8K 0.11% 117
2025
Q2 		$2.1M Sell
38,137
-9,681
-20% -$513K 0.12% 112
2025
Q1 		$2.62M Sell
47,818
-7,271
-13% -$414K 0.16% 93
2024
Q4 		$3.11M Sell
55,089
-8,172
-13% -$479K 0.19% 88
2024
Q3 		$3.66M Sell
63,261
-2,279
-3% -$128K 0.22% 80
2024
Q2 		$3.57M Sell
65,540
-1,341
-2% -$74.4K 0.23% 81
2024
Q1 		$3.89M Buy
66,881
+4,862
+8% +$260K 0.26% 76
2023
Q4 		$3.22M Sell
62,019
-7,393
-11% -$367K 0.24% 80
2023
Q3 		$3.43M Sell
69,412
-1,611
-2% -$80.8K 0.27% 72
2023
Q2 		$3.4M Sell
71,023
-522,516
-88% -$24.3M 0.26% 72
2023
Q1 		$27.9M Sell
593,539
-12,460
-2% -$595K 2.18% 9
2022
Q4 		$28M Buy
605,999
+9,435
+2% +$439K 2.37% 10
2022
Q3 		$24.5M Buy
596,564
+25,213
+4% +$1.13M 2.28% 11
2022
Q2 		$24.6M Buy
571,351
+487,866
+584% +$23.5M 2.18% 11
2022
Q1 		$4.16M Buy
+83,485
New +$4.03M 0.33% 61

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

McKinley Carter Wealth Services's COWZ Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.73% in Q1 2026, selling an estimated $16.7K and leaving 35,953 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #117.

McKinley Carter Wealth Services first reported a position in COWZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $28M in Q4 2022. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • McKinley Carter Wealth Services held 35,953 shares of Pacer US Cash Cows 100 ETF worth $2.25M as of Q1 2026.
  • McKinley Carter Wealth Services sold 266 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $16.7K.
  • Pacer US Cash Cows 100 ETF made up 0.13% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #117 holding.
  • McKinley Carter Wealth Services first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 17 quarters since.
  • McKinley Carter Wealth Services's Pacer US Cash Cows 100 ETF position peaked at $28M in Q4 2022.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.