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

Perissos Private 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 Q1	$234K	Sell	3,739 -8,094	-68%	-$508K	0.2%	64
2025 Q4	$712K	Sell	11,833 -19,372	-62%	-$1.14M	0.61%	41
2025 Q3	$1.79M	Sell	31,205 -3,907	-11%	-$222K	1.31%	24
2025 Q2	$1.93M	Sell	35,112 -10,267	-23%	-$544K	1.53%	22
2025 Q1	$2.48M	Sell	45,379 -71,889	-61%	-$4.09M	2.26%	13
2024 Q4	$6.62M	Buy	117,268 +12,654	+12%	+$742K	4.95%	3
2024 Q3	$6.05M	Buy	104,614 +6,802	+7%	+$381K	4.86%	3
2024 Q2	$5.33M	Buy	97,812 +3,184	+3%	+$177K	4.78%	3
2024 Q1	$5.5M	Buy	+94,628	New	+$5.06M	4.99%	3

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perissos Private Wealth Management's COWZ Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 68% in Q1 2026, selling an estimated $508K and leaving 3,739 shares worth $234K. The position accounts for 0.2% of the portfolio, ranked #64.

Perissos Private Wealth Management first reported a position in COWZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.62M in Q4 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Perissos Private Wealth Management held 3,739 shares of Pacer US Cash Cows 100 ETF worth $234K as of Q1 2026.
Perissos Private Wealth Management sold 8,094 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $508K.
Pacer US Cash Cows 100 ETF made up 0.2% of Perissos Private Wealth Management's portfolio in Q1 2026, its #64 holding.
Perissos Private Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $6.62M in Q4 2024.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.