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RTD Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

RTD Financial Advisors’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
-7,000
Closed -$421K – 116
2025
Q4 		$421K Hold
7,000
– – 0.05% 89
2025
Q3 		$402K Sell
7,000
-2,812
-29% -$160K 0.05% 84
2025
Q2 		$541K Buy
9,812
+712
+8% +$37.7K 0.07% 77
2025
Q1 		$498K Hold
9,100
– – 0.07% 80
2024
Q4 		$514K Hold
9,100
– – 0.07% 79
2024
Q3 		$526K Hold
9,100
– – 0.07% 79
2024
Q2 		$496K Buy
+9,100
New +$505K 0.07% 78

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

RTD Financial Advisors's COWZ Position: Q1 2026 in Review

RTD Financial Advisors sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026, closing a stake of 7,000 shares — an estimated $421K sold.

RTD Financial Advisors first reported a position in COWZ in Q2 2024 and held it in 7 quarters. The position peaked at $541K in Q2 2025. 881 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • RTD Financial Advisors reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • RTD Financial Advisors sold 7,000 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $421K.
  • RTD Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2024 and held it in 7 quarters.
  • RTD Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $541K in Q2 2025.
  • 881 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on RTD Financial Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.