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

Modern 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	$23.3M	Sell	374,188 -116,756	-24%	-$7.37M	0.28%	88
2026 Q1	$30.6M	Sell	490,944 -167,174	-25%	-$10.5M	0.52%	46
2025 Q4	$39.6M	Sell	658,118 -63,320	-9%	-$3.72M	0.72%	30
2025 Q3	$41.5M	Sell	721,438 -76,806	-10%	-$4.36M	0.82%	32
2025 Q2	$44M	Sell	798,244 -101,851	-11%	-$5.39M	1.08%	17
2025 Q1	$49.3M	Buy	900,095 +3,154	+0.4%	+$180K	1.58%	14
2024 Q4	$50.7M	Buy	896,941 +32,449	+4%	+$1.9M	1.89%	11
2024 Q3	$50M	Buy	864,492 +421,701	+95%	+$23.6M	3.06%	8
2024 Q2	$24.1M	Buy	442,791 +4,749	+1%	+$264K	1.78%	10
2024 Q1	$25.5M	Buy	438,042 +30,399	+7%	+$1.62M	2.36%	9
2023 Q4	$21.2M	Buy	+407,643	New	+$20.3M	2.68%	9

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

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

Modern Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 24% in Q2 2026, selling an estimated $7.37M and leaving 374,188 shares worth $23.3M. The position accounts for 0.28% of the portfolio, ranked #88.

Modern Wealth Management first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.7M in Q4 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Modern Wealth Management held 374,188 shares of Pacer US Cash Cows 100 ETF worth $23.3M as of Q2 2026.
Modern Wealth Management sold 116,756 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $7.37M.
Pacer US Cash Cows 100 ETF made up 0.28% of Modern Wealth Management's portfolio in Q2 2026, its #88 holding.
Modern Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $50.7M in Q4 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.