PTM Wealth Management
COWZ icon

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

PTM 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 		$11.9M Buy
175,693
+3,522
+2% +$240K 5.07% 9
2026
Q2 		$11.2M Buy
172,171
+8,036
+5% +$508K 5.03% 8
2026
Q1 		$10.3M Buy
164,135
+4,561
+3% +$286K 5.44% 8
2025
Q4 		$9.7M Buy
159,574
+4,886
+3% +$287K 5.49% 7
2025
Q3 		$8.96M Buy
154,688
+7,082
+5% +$402K 5.35% 7
2025
Q2 		$8.36M Sell
147,606
-3,012
-2% -$159K 5.53% 7
2025
Q1 		$7.15M Buy
+150,618
New +$8.57M 7.52% 5

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 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

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

PTM Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2% in Q3 2026, buying an estimated $240K and bringing the position to 175,693 shares worth $11.9M. The position accounts for 5.07% of the portfolio, ranked #9.

PTM Wealth Management first reported a position in COWZ in Q1 2025 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • PTM Wealth Management held 175,693 shares of Pacer US Cash Cows 100 ETF worth $11.9M as of Q3 2026.
  • PTM Wealth Management bought 3,522 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $240K.
  • Pacer US Cash Cows 100 ETF made up 5.07% of PTM Wealth Management's portfolio in Q3 2026, its #9 holding.
  • PTM Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.