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Root Financial Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Root Financial Partners’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 		– Sell
-47
Closed -$2.83K – 3490
2025
Q4 		$2.83K Buy
+47
New +$2.76K ﹤0.01% 1918

Other funds holding COWZ

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Root Financial Partners's COWZ Position: Q1 2026 in Review

Root Financial Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026, closing a stake of 47 shares — an estimated $2.83K sold.

Root Financial Partners first reported a position in COWZ in Q4 2025 and held it in 1 quarter. The position peaked at $2.83K in Q4 2025. 883 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Root Financial Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 47 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $2.83K.
  • Root Financial Partners first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Pacer US Cash Cows 100 ETF position peaked at $2.83K in Q4 2025.
  • 883 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.