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

Modera 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	$410K	Sell	6,584 -280	-4%	-$17.7K	﹤0.01%	490
2026 Q1	$429K	Buy	6,864 +1,213	+21%	+$76.2K	0.01%	462
2025 Q4	$340K	Sell	5,651 -1	-0%	-$59	﹤0.01%	524
2025 Q3	$325K	Buy	5,652 +199	+4%	+$11.3K	﹤0.01%	524
2025 Q2	$300K	Sell	5,453 -821	-13%	-$43.5K	﹤0.01%	538
2025 Q1	$344K	Sell	6,274 -1,750	-22%	-$99.6K	﹤0.01%	490
2024 Q4	$453K	Buy	8,024 +2,159	+37%	+$127K	0.01%	459
2024 Q3	$339K	Hold	5,865	–	–	﹤0.01%	468
2024 Q2	$320K	Hold	5,865	–	–	﹤0.01%	467
2024 Q1	$341K	Sell	5,865 -66	-1%	-$3.53K	0.01%	456
2023 Q4	$308K	Buy	+5,931	New	+$295K	0.01%	468

Other funds holding COWZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

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

Modera Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 4.1% in Q2 2026, selling an estimated $17.7K and leaving 6,584 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Modera Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $453K in Q4 2024. 582 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Modera Wealth Management held 6,584 shares of Pacer US Cash Cows 100 ETF worth $410K as of Q2 2026.
Modera Wealth Management sold 280 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $17.7K.
Pacer US Cash Cows 100 ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #490 holding.
Modera Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
Modera Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $453K in Q4 2024.
582 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.