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Rothschild Investment LLC’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Rothschild Investment LLC’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 		$1.3M Sell
20,968
-635
-3% -$40.1K 0.05% 350
2026
Q1 		$1.35M Buy
21,603
+51
+0.2% +$3.2K 0.07% 217
2025
Q4 		$1.3M Sell
21,552
-50
-0.2% -$2.94K 0.07% 210
2025
Q3 		$1.24M Sell
21,602
-1,900
-8% -$108K 0.07% 203
2025
Q2 		$1.29M Buy
23,502
+850
+4% +$45K 0.08% 194
2025
Q1 		$1.24M Buy
22,652
+3,320
+17% +$189K 0.08% 207
2024
Q4 		$1.09M Buy
19,332
+331
+2% +$19.4K 0.07% 222
2024
Q3 		$1.1M Buy
19,001
+200
+1% +$11.2K 0.07% 221
2024
Q2 		$1.02M Buy
18,801
+3,385
+22% +$188K 0.07% 224
2024
Q1 		$896K Buy
15,416
+3,473
+29% +$186K 0.06% 252
2023
Q4 		$621K Hold
11,943
– – 0.05% 252
2023
Q3 		$590K Buy
11,943
+800
+7% +$40.1K 0.05% 277
2023
Q2 		$533K Buy
11,143
+360
+3% +$16.7K 0.04% 293
2023
Q1 		$506K Buy
10,783
+525
+5% +$25.1K 0.04% 298
2022
Q4 		$474K Buy
10,258
+5,290
+106% +$246K 0.04% 294
2022
Q3 		$204K Hold
4,968
– – 0.02% 426
2022
Q2 		$214K Buy
+4,968
New +$239K 0.02% 426

Other funds holding COWZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

Rothschild Investment LLC's COWZ Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.9% in Q2 2026, selling an estimated $40.1K and leaving 20,968 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #350.

Rothschild Investment LLC first reported a position in COWZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q1 2026. 548 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Rothschild Investment LLC held 20,968 shares of Pacer US Cash Cows 100 ETF worth $1.3M as of Q2 2026.
  • Rothschild Investment LLC sold 635 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $40.1K.
  • Pacer US Cash Cows 100 ETF made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #350 holding.
  • Rothschild Investment LLC first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • Rothschild Investment LLC's Pacer US Cash Cows 100 ETF position peaked at $1.35M in Q1 2026.
  • 548 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.