RA
COWZ icon

Ruggaard & Associates’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Ruggaard & Associates’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 		$217K Hold
3,470
– – 0.09% 115
2025
Q4 		$209K Buy
+3,470
New +$204K 0.08% 115
2025
Q2 		– Sell
-6,580
Closed -$360K – 118
2025
Q1 		$360K Buy
+6,580
New +$375K 0.16% 82
2024
Q4 		– Sell
-3,470
Closed -$201K – 111
2024
Q3 		$201K Buy
+3,470
New +$194K 0.09% 113

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

Ruggaard & Associates's COWZ Position: Q1 2026 in Review

Ruggaard & Associates held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q1 2026 at 3,470 shares worth $217K. The position accounts for 0.09% of the portfolio, ranked #115.

Ruggaard & Associates first reported a position in COWZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $360K in Q1 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Ruggaard & Associates held 3,470 shares of Pacer US Cash Cows 100 ETF worth $217K as of Q1 2026.
  • Ruggaard & Associates left its Pacer US Cash Cows 100 ETF share count unchanged in Q1 2026.
  • Pacer US Cash Cows 100 ETF made up 0.09% of Ruggaard & Associates's portfolio in Q1 2026, its #115 holding.
  • Ruggaard & Associates first reported a position in Pacer US Cash Cows 100 ETF in Q3 2024 and has held it in 4 quarters since.
  • Ruggaard & Associates's Pacer US Cash Cows 100 ETF position peaked at $360K in Q1 2025.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.