Novak & Powell Financial Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Novak & Powell Financial 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	$224K	Sell	3,582 -497	-12%	-$31.2K	0.12%	150
2025 Q4	$245K	Hold	4,079	–	–	0.13%	136
2025 Q3	$234K	Buy	4,079 +25	+0.6%	+$1.42K	0.12%	144
2025 Q2	$223K	Buy	+4,054	New	+$215K	0.16%	133
2025 Q1	–	Sell	-4,729	Closed	-$267K	–	154
2024 Q4	$267K	Buy	4,729 +401	+9%	+$23.5K	0.16%	116
2024 Q3	$250K	Sell	4,328 -100	-2%	-$5.6K	0.15%	132
2024 Q2	$241K	Buy	+4,428	New	+$246K	0.15%	120

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

Novak & Powell Financial Services's COWZ Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 12% in Q1 2026, selling an estimated $31.2K and leaving 3,582 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #150.

Novak & Powell Financial Services first reported a position in COWZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $267K in Q4 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Novak & Powell Financial Services held 3,582 shares of Pacer US Cash Cows 100 ETF worth $224K as of Q1 2026.
Novak & Powell Financial Services sold 497 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $31.2K.
Pacer US Cash Cows 100 ETF made up 0.12% of Novak & Powell Financial Services's portfolio in Q1 2026, its #150 holding.
Novak & Powell Financial Services first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and has held it in 7 quarters since.
Novak & Powell Financial Services's Pacer US Cash Cows 100 ETF position peaked at $267K in Q4 2024.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.