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Perigon Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Perigon Wealth Management’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 		$3.62M Sell
58,132
-6,981
-11% -$441K 0.06% 287
2026
Q1 		$4.07M Sell
65,113
-3,227
-5% -$203K 0.07% 249
2025
Q4 		$4.11M Sell
68,340
-4,632
-6% -$272K 0.07% 237
2025
Q3 		$4.19M Buy
72,972
+560
+0.8% +$31.8K 0.09% 228
2025
Q2 		$3.99M Sell
72,412
-7,880
-10% -$417K 0.09% 216
2025
Q1 		$4.4M Sell
80,292
-5,242
-6% -$298K 0.11% 182
2024
Q4 		$4.97M Buy
85,534
+574
+0.7% +$33.6K 0.12% 162
2024
Q3 		$4.91M Sell
84,960
-21,932
-21% -$1.23M 0.13% 151
2024
Q2 		$5.82M Buy
106,892
+3,404
+3% +$189K 0.17% 124
2024
Q1 		$6.01M Buy
103,488
+24,318
+31% +$1.3M 0.18% 123
2023
Q4 		$4.12M Buy
79,170
+19,671
+33% +$978K 0.13% 150
2023
Q3 		$2.94M Buy
59,499
+12,843
+28% +$644K 0.12% 166
2023
Q2 		$2.23M Buy
46,656
+15,365
+49% +$713K 0.09% 197
2023
Q1 		$1.47M Buy
31,291
+3,278
+12% +$157K 0.08% 216
2022
Q4 		$1.3M Buy
28,013
+19,813
+242% +$923K 0.08% 227
2022
Q3 		$336K Buy
8,200
+600
+8% +$26.9K 0.03% 400
2022
Q2 		$327K Buy
+7,600
New +$366K 0.03% 412

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

Perigon Wealth Management's COWZ Position: Q2 2026 in Review

Perigon Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 11% in Q2 2026, selling an estimated $441K and leaving 58,132 shares worth $3.62M. The position accounts for 0.06% of the portfolio, ranked #287.

Perigon Wealth Management first reported a position in COWZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.01M in Q1 2024. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Perigon Wealth Management held 58,132 shares of Pacer US Cash Cows 100 ETF worth $3.62M as of Q2 2026.
  • Perigon Wealth Management sold 6,981 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $441K.
  • Pacer US Cash Cows 100 ETF made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Perigon Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • Perigon Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $6.01M in Q1 2024.
  • 862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.