Perigon Wealth Management
COWZ icon

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
Q3 		$3.79M Sell
56,778
-1,354
-2% -$92.3K 0.06% 270
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% +$27K 0.03% 400
2022
Q2 		$327K Buy
+7,600
New +$366K 0.03% 412

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Perigon Wealth Management's COWZ Position: Q3 2026 in Review

Perigon Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.3% in Q3 2026, selling an estimated $92.3K and leaving 56,778 shares worth $3.79M. The position accounts for 0.06% of the portfolio, ranked #270.

Perigon Wealth Management first reported a position in COWZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.01M in Q1 2024. 371 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Perigon Wealth Management held 56,778 shares of Pacer US Cash Cows 100 ETF worth $3.79M as of Q3 2026.
  • Perigon Wealth Management sold 1,354 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $92.3K.
  • Pacer US Cash Cows 100 ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #270 holding.
  • Perigon Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 18 quarters since.
  • Perigon Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $6.01M in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.