O'Donnell Financial Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

O'Donnell 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	$4.96M	Sell	79,311 -1,358	-2%	-$85.3K	1.71%	15
2025 Q4	$4.85M	Sell	80,669 -8,045	-9%	-$473K	1.66%	14
2025 Q3	$5.1M	Sell	88,714 -163,596	-65%	-$9.3M	1.81%	13
2025 Q2	$13.9M	Sell	252,310 -1,168	-0.5%	-$61.8K	5.34%	6
2025 Q1	$13.9M	Sell	253,478 -17,147	-6%	-$976K	5.73%	7
2024 Q4	$15.4M	Sell	270,625 -6,276	-2%	-$368K	6.45%	6
2024 Q3	$16M	Sell	276,901 -155,951	-36%	-$8.74M	6.51%	4
2024 Q2	$23.6M	Buy	432,852 +12,706	+3%	+$705K	10.48%	3
2024 Q1	$24.4M	Sell	420,146 -211,703	-34%	-$11.3M	11.18%	3
2023 Q4	$32.8M	Buy	631,849 +279,293	+79%	+$13.9M	16.47%	2
2023 Q3	$17.4M	Buy	+352,556	New	+$17.7M	9.69%	5
2022 Q3	–	Sell	-574,159	Closed	-$24.7M	–	25
2022 Q2	$24.7M	Buy	574,159 +259,955	+83%	+$12.5M	20.26%	2
2022 Q1	$15.6M	Buy	+314,204	New	+$15.1M	7.12%	5

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

O'Donnell Financial Services's COWZ Position: Q1 2026 in Review

O'Donnell Financial Services reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.7% in Q1 2026, selling an estimated $85.3K and leaving 79,311 shares worth $4.96M. The position accounts for 1.71% of the portfolio, ranked #15.

O'Donnell Financial Services first reported a position in COWZ in Q1 2022 and has held it in 13 quarters since. The position peaked at $32.8M in Q4 2023. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

O'Donnell Financial Services held 79,311 shares of Pacer US Cash Cows 100 ETF worth $4.96M as of Q1 2026.
O'Donnell Financial Services sold 1,358 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $85.3K.
Pacer US Cash Cows 100 ETF made up 1.71% of O'Donnell Financial Services's portfolio in Q1 2026, its #15 holding.
O'Donnell Financial Services first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 13 quarters since.
O'Donnell Financial Services's Pacer US Cash Cows 100 ETF position peaked at $32.8M in Q4 2023.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.