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Oxford Wealth Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Oxford Wealth Group’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 		$7.41M Sell
118,407
-6,934
-6% -$435K 4.05% 4
2025
Q4 		$7.54M Buy
+125,341
New +$7.37M 3.67% 6
2024
Q4 		$25.7M Buy
454,954
+113,787
+33% +$6.67M 16.61% 2
2024
Q3 		$19.7M Sell
341,167
-90,150
-21% -$5.05M 16.05% 2
2024
Q2 		$23.5M Buy
431,317
+144,714
+50% +$8.03M 16.16% 2
2024
Q1 		$16.7M Buy
+286,603
New +$15.3M 15.16% 2

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oxford Wealth Group's COWZ Position: Q1 2026 in Review

Oxford Wealth Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 5.5% in Q1 2026, selling an estimated $435K and leaving 118,407 shares worth $7.41M. The position accounts for 4.05% of the portfolio, ranked #4.

Oxford Wealth Group first reported a position in COWZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $25.7M in Q4 2024. 879 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Oxford Wealth Group held 118,407 shares of Pacer US Cash Cows 100 ETF worth $7.41M as of Q1 2026.
  • Oxford Wealth Group sold 6,934 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $435K.
  • Pacer US Cash Cows 100 ETF made up 4.05% of Oxford Wealth Group's portfolio in Q1 2026, its #4 holding.
  • Oxford Wealth Group first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Pacer US Cash Cows 100 ETF position peaked at $25.7M in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.