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

Perennial 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
Q2 		$11.3M Sell
181,310
-1,149
-0.6% -$72.6K 0.75% 25
2026
Q1 		$11.4M Buy
182,459
+2,802
+2% +$176K 0.91% 21
2025
Q4 		$10.8M Sell
179,657
-4,987
-3% -$293K 0.85% 20
2025
Q3 		$10.6M Buy
184,644
+8,768
+5% +$498K 0.87% 21
2025
Q2 		$9.69M Buy
175,876
+16,459
+10% +$872K 0.94% 21
2025
Q1 		$8.73M Buy
159,417
+13,128
+9% +$747K 0.98% 22
2024
Q4 		$8.26M Buy
146,289
+30,979
+27% +$1.82M 0.97% 28
2024
Q3 		$6.67M Buy
115,310
+7,155
+7% +$401K 0.86% 26
2024
Q2 		$5.89M Buy
108,155
+9,278
+9% +$515K 0.84% 24
2024
Q1 		$5.75M Buy
98,877
+4,994
+5% +$267K 0.87% 29
2023
Q4 		$4.88M Buy
93,883
+2,716
+3% +$135K 0.81% 30
2023
Q3 		$4.51M Sell
91,167
-1,459
-2% -$73.1K 0.81% 29
2023
Q2 		$4.43M Buy
92,626
+2,663
+3% +$124K 0.78% 28
2023
Q1 		$4.22M Buy
89,963
+19,841
+28% +$948K 0.79% 27
2022
Q4 		$3.24M Buy
70,122
+12,727
+22% +$593K 1.32% 15
2022
Q3 		$2.35M Buy
57,395
+11,197
+24% +$503K 1.07% 22
2022
Q2 		$1.99M Buy
46,198
+20,491
+80% +$986K 0.78% 28
2022
Q1 		$1.28M Buy
+25,707
New +$1.24M 0.41% 48

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

Perennial Investment Advisors's COWZ Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.63% in Q2 2026, selling an estimated $72.6K and leaving 181,310 shares worth $11.3M. The position accounts for 0.75% of the portfolio, ranked #25.

Perennial Investment Advisors first reported a position in COWZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.4M in Q1 2026. 864 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Perennial Investment Advisors held 181,310 shares of Pacer US Cash Cows 100 ETF worth $11.3M as of Q2 2026.
  • Perennial Investment Advisors sold 1,149 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $72.6K.
  • Pacer US Cash Cows 100 ETF made up 0.75% of Perennial Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Perennial Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 18 quarters since.
  • Perennial Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $11.4M in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.