SFMG Wealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

SFMG Wealth 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	$35.4M	Sell	566,250 -384,117	-40%	-$24.1M	2.4%	9
2025 Q4	$57.2M	Buy	950,367 +26,453	+3%	+$1.56M	3.83%	9
2025 Q3	$53.1M	Buy	923,914 +30,180	+3%	+$1.72M	3.68%	9
2025 Q2	$49.2M	Buy	893,734 +28,504	+3%	+$1.51M	3.7%	8
2025 Q1	$47.4M	Buy	865,230 +13,800	+2%	+$786K	3.74%	9
2024 Q4	$48.1M	Buy	851,430 +5,202	+0.6%	+$305K	3.79%	8
2024 Q3	$48.9M	Buy	846,228 +11,977	+1%	+$671K	3.97%	8
2024 Q2	$45.5M	Buy	834,251 +8,752	+1%	+$486K	3.95%	8
2024 Q1	$48M	Buy	825,499 +5,537	+0.7%	+$296K	4.12%	7
2023 Q4	$42.6M	Buy	819,962 +16,309	+2%	+$811K	3.95%	8
2023 Q3	$39.7M	Buy	803,653 +25,398	+3%	+$1.27M	4.08%	7
2023 Q2	$37.3M	Buy	778,255 +26,332	+4%	+$1.22M	3.83%	8
2023 Q1	$35.3M	Buy	751,923 +586	+0.1%	+$28K	3.8%	7
2022 Q4	$34.7M	Buy	751,337 +9,178	+1%	+$427K	3.86%	8
2022 Q3	$32M	Buy	742,159 +333,416	+82%	+$15M	3.73%	8
2022 Q2	$17.6M	Buy	+408,743	New	+$19.7M	2.04%	11

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFMG Wealth Advisors's COWZ Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 40% in Q1 2026, selling an estimated $24.1M and leaving 566,250 shares worth $35.4M. The position accounts for 2.4% of the portfolio, ranked #9.

SFMG Wealth Advisors first reported a position in COWZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $57.2M in Q4 2025. 878 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

SFMG Wealth Advisors held 566,250 shares of Pacer US Cash Cows 100 ETF worth $35.4M as of Q1 2026.
SFMG Wealth Advisors sold 384,117 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $24.1M.
Pacer US Cash Cows 100 ETF made up 2.4% of SFMG Wealth Advisors's portfolio in Q1 2026, its #9 holding.
SFMG Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 16 quarters since.
SFMG Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $57.2M in Q4 2025.
878 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.