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Schwarz Dygos Wheeler Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q2 		$6.97M Buy
112,038
+277
+0.2% +$17.5K 1.33% 16
2026
Q1 		$6.99M Buy
111,761
+3,553
+3% +$223K 1.45% 14
2025
Q4 		$6.51M Buy
108,208
+845
+0.8% +$49.7K 1.34% 15
2025
Q3 		$6.17M Buy
107,363
+1,610
+2% +$91.5K 1.31% 14
2025
Q2 		$5.83M Sell
105,753
-494
-0.5% -$26.2K 1.33% 13
2025
Q1 		$5.82M Buy
106,247
+11,037
+12% +$628K 1.38% 13
2024
Q4 		$5.38M Buy
95,210
+5,668
+6% +$332K 1.32% 17
2024
Q3 		$5.18M Buy
89,542
+973
+1% +$54.5K 1.29% 15
2024
Q2 		$4.83M Buy
88,569
+2,315
+3% +$128K 1.29% 18
2024
Q1 		$5.01M Buy
86,254
+2,740
+3% +$146K 1.4% 14
2023
Q4 		$4.34M Sell
83,514
-1,325
-2% -$65.9K 1.34% 16
2023
Q3 		$4.19M Buy
84,839
+430
+0.5% +$21.6K 1.42% 13
2023
Q2 		$4.04M Buy
84,409
+2,808
+3% +$130K 1.33% 16
2023
Q1 		$3.83M Buy
81,601
+842
+1% +$40.2K 1.39% 16
2022
Q4 		$3.74M Buy
80,759
+3,000
+4% +$140K 1.47% 15
2022
Q3 		$3.19M Buy
77,759
+644
+0.8% +$28.9K 1.41% 16
2022
Q2 		$3.32M Buy
+77,115
New +$3.71M 1.33% 18

Other funds holding COWZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Schwarz Dygos Wheeler Investment Advisors's COWZ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.25% in Q2 2026, buying an estimated $17.5K and bringing the position to 112,038 shares worth $6.97M. The position accounts for 1.33% of the portfolio, ranked #16.

Schwarz Dygos Wheeler Investment Advisors first reported a position in COWZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.99M in Q1 2026. 582 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 112,038 shares of Pacer US Cash Cows 100 ETF worth $6.97M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 277 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $17.5K.
  • Pacer US Cash Cows 100 ETF made up 1.33% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $6.99M in Q1 2026.
  • 582 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.