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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
Q1 		$10.3M Buy
164,135
+4,561
+3% +$286K 5.44% 8
2025
Q4 		$9.72M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PTM Wealth Management's COWZ Position: Q1 2026 in Review

PTM Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.9% in Q1 2026, buying an estimated $286K and bringing the position to 164,135 shares worth $10.3M. The position accounts for 5.44% of the portfolio, ranked #8.

PTM Wealth Management first reported a position in COWZ in Q1 2025 and has held it in 5 quarters since. 878 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • PTM Wealth Management held 164,135 shares of Pacer US Cash Cows 100 ETF worth $10.3M as of Q1 2026.
  • PTM Wealth Management bought 4,561 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $286K.
  • Pacer US Cash Cows 100 ETF made up 5.44% of PTM Wealth Management's portfolio in Q1 2026, its #8 holding.
  • PTM Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and has held it in 5 quarters since.
  • 878 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.