Mount Yale Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Mount Yale Investment 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 Q1	$1.04M	Buy	16,553 +4,157	+34%	+$261K	0.02%	505
2025 Q4	$754K	Buy	12,396 +1,612	+15%	+$94.8K	0.04%	373
2025 Q3	$620K	Sell	10,784 -543,640	-98%	-$30.9M	0.04%	373
2025 Q2	$30.5M	Sell	554,424 -7,466	-1%	-$395K	2.38%	5
2025 Q1	$30.8M	Buy	561,890 +14,848	+3%	+$845K	2.64%	6
2024 Q4	$30.9M	Buy	+547,042	New	+$32.1M	2.49%	6
2024 Q3	–	Sell	-515,019	Closed	-$28.1M	–	554
2024 Q2	$28.1M	Buy	515,019 +16,536	+3%	+$918K	2.22%	6
2024 Q1	$29M	Buy	+498,483	New	+$26.6M	2.22%	6

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

Mount Yale Investment Advisors's COWZ Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 34% in Q1 2026, buying an estimated $261K and bringing the position to 16,553 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #505.

Mount Yale Investment Advisors first reported a position in COWZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $30.9M in Q4 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Mount Yale Investment Advisors held 16,553 shares of Pacer US Cash Cows 100 ETF worth $1.04M as of Q1 2026.
Mount Yale Investment Advisors bought 4,157 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $261K.
Pacer US Cash Cows 100 ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #505 holding.
Mount Yale Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $30.9M in Q4 2024.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.