Prepared Retirement Institute’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Prepared Retirement Institute’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	$484K	Buy	7,775 +11	+0.1%	+$695	0.21%	53
2026 Q1	$486K	Buy	7,764 +335	+5%	+$21K	0.24%	48
2025 Q4	$447K	Hold	7,429	–	–	0.23%	53
2025 Q3	$427K	Sell	7,429 -386	-5%	-$21.9K	0.22%	49
2025 Q2	$431K	Buy	7,815 +23	+0.3%	+$1.22K	0.25%	47
2025 Q1	$427K	Buy	+7,792	New	+$444K	0.27%	45

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

Prepared Retirement Institute's COWZ Position: Q2 2026 in Review

Prepared Retirement Institute increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.14% in Q2 2026, buying an estimated $695 and bringing the position to 7,775 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #53.

Prepared Retirement Institute first reported a position in COWZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $486K in Q1 2026. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Prepared Retirement Institute held 7,775 shares of Pacer US Cash Cows 100 ETF worth $484K as of Q2 2026.
Prepared Retirement Institute bought 11 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $695.
Pacer US Cash Cows 100 ETF made up 0.21% of Prepared Retirement Institute's portfolio in Q2 2026, its #53 holding.
Prepared Retirement Institute first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and has held it in 6 quarters since.
Prepared Retirement Institute's Pacer US Cash Cows 100 ETF position peaked at $486K in Q1 2026.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.