Plotkin Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Plotkin Financial 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	$325K	Hold	5,222	–	–	0.13%	82
2026 Q1	$327K	Sell	5,222 -72	-1%	-$4.52K	0.16%	75
2025 Q4	$319K	Sell	5,294 -362	-6%	-$21.3K	0.16%	75
2025 Q3	$325K	Sell	5,656 -1,954	-26%	-$111K	0.16%	73
2025 Q2	$419K	Sell	7,610 -402	-5%	-$21.3K	0.23%	65
2025 Q1	$439K	Hold	8,012	–	–	0.27%	56
2024 Q4	$453K	Sell	8,012 -1,457	-15%	-$85.4K	0.27%	55
2024 Q3	$548K	Sell	9,469 -400	-4%	-$22.4K	0.33%	44
2024 Q2	$538K	Sell	9,869 -415	-4%	-$23K	0.35%	42
2024 Q1	$598K	Hold	10,284	–	–	0.4%	41
2023 Q4	$535K	Hold	10,284	–	–	0.41%	39
2023 Q3	$508K	Sell	10,284 -298	-3%	-$14.9K	0.45%	38
2023 Q2	$507K	Buy	10,582 +1,486	+16%	+$69K	0.42%	42
2023 Q1	$427K	Buy	9,096 +4,206	+86%	+$201K	0.4%	41
2022 Q4	$226K	Buy	+4,890	New	+$228K	0.23%	62

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Plotkin Financial Advisors's COWZ Position: Q2 2026 in Review

Plotkin Financial Advisors held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q2 2026 at 5,222 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #82.

Plotkin Financial Advisors first reported a position in COWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $598K in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Plotkin Financial Advisors held 5,222 shares of Pacer US Cash Cows 100 ETF worth $325K as of Q2 2026.
Plotkin Financial Advisors left its Pacer US Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Cash Cows 100 ETF made up 0.13% of Plotkin Financial Advisors's portfolio in Q2 2026, its #82 holding.
Plotkin Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
Plotkin Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $598K in Q1 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

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