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Patriot Financial Group Insurance Agency’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.05M Sell
16,923
-17,023
-50% -$1.08M 0.11% 217
2026
Q1 		$2.12M Buy
33,946
+16,147
+91% +$1.01M 0.12% 203
2025
Q4 		$1.07M Sell
17,799
-206
-1% -$12.1K 0.13% 199
2025
Q3 		$1.03M Sell
18,005
-553
-3% -$31.4K 0.13% 190
2025
Q2 		$1.02M Sell
18,558
-333
-2% -$17.6K 0.12% 207
2025
Q1 		$1.03M Sell
18,891
-1,776
-9% -$101K 0.14% 185
2024
Q4 		$1.17M Sell
20,667
-74,640
-78% -$4.38M 0.16% 156
2024
Q3 		$5.51M Sell
95,307
-128,972
-58% -$7.23M 0.74% 24
2024
Q2 		$12.2M Sell
224,279
-2,139
-0.9% -$119K 1.8% 8
2024
Q1 		$13.2M Buy
226,418
+86,326
+62% +$4.61M 2.09% 6
2023
Q4 		$7.28M Buy
140,092
+55,292
+65% +$2.75M 1.38% 10
2023
Q3 		$4.19M Buy
84,800
+6,118
+8% +$307K 0.87% 18
2023
Q2 		$3.77M Buy
78,682
+4,925
+7% +$229K 0.71% 23
2023
Q1 		$3.46M Sell
73,757
-2,839
-4% -$136K 0.7% 25
2022
Q4 		$3.54M Buy
76,596
+26,677
+53% +$1.24M 0.48% 22
2022
Q3 		$2.05M Buy
49,919
+7,488
+18% +$336K 0.5% 40
2022
Q2 		$1.83M Buy
42,431
+6,806
+19% +$327K 0.37% 49
2022
Q1 		$1.77M Buy
35,625
+17,054
+92% +$822K 0.32% 63
2021
Q4 		$874K Buy
18,571
+5,690
+44% +$261K 0.15% 148
2021
Q3 		$563K Sell
12,881
-4,096
-24% -$180K 0.1% 210
2021
Q2 		$726K Buy
16,977
+15,716
+1,246% +$669K 0.13% 171
2021
Q1 		$51K Buy
1,261
+117
+10% +$4.35K 0.01% 765
2020
Q4 		$38K Buy
1,144
+5
+0.4% +$155 0.01% 771
2020
Q3 		$32K Buy
1,139
+6
+0.5% +$169 0.01% 646
2020
Q2 		$30K Buy
1,133
+103
+10% +$2.59K 0.01% 635
2020
Q1 		$23K Buy
1,030
+8
+0.8% +$223 0.01% 617
2019
Q4 		$32K Buy
1,022
+2
+0.2% +$60 0.01% 576
2019
Q3 		$29K Buy
1,020
+2
+0.2% +$57 0.01% 551
2019
Q2 		$29K Buy
1,018
+1
+0.1% +$29 0.01% 542
2019
Q1 		$29K Buy
1,017
+1
+0.1% +$29 0.01% 477
2018
Q4 		$26K Buy
1,016
+2
+0.2% +$56 0.02% 426
2018
Q3 		$31K Buy
1,014
+709
+232% +$21.8K 0.02% 390
2018
Q2 		$9K Sell
305
-300
-50% -$8.89K 0.01% 406
2018
Q1 		$17K Hold
605
– – 0.01% 502
2017
Q4 		$18K Buy
605
+2
+0.3% +$55 0.01% 477
2017
Q3 		$16K Buy
603
+3
+0.5% +$79 0.01% 453
2017
Q2 		$16K Buy
600
+400
+200% +$10.4K 0.02% 428
2017
Q1 		$5K Buy
+200
New +$5.13K 0.01% 613

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COWZ Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 50% in Q2 2026, selling an estimated $1.08M and leaving 16,923 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #217.

Patriot Financial Group Insurance Agency first reported a position in COWZ in Q1 2017 and has held it in 38 quarters since. The position peaked at $13.2M in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 16,923 shares of Pacer US Cash Cows 100 ETF worth $1.05M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 17,023 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.08M.
  • Pacer US Cash Cows 100 ETF made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #217 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Pacer US Cash Cows 100 ETF in Q1 2017 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's Pacer US Cash Cows 100 ETF position peaked at $13.2M in Q1 2024.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.