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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
Q2 		$35.1M Sell
563,677
-2,573
-0.5% -$163K 2.11% 11
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFMG Wealth Advisors's COWZ Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.45% in Q2 2026, selling an estimated $163K and leaving 563,677 shares worth $35.1M. The position accounts for 2.11% of the portfolio, ranked #11.

SFMG Wealth Advisors first reported a position in COWZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $57.2M in Q4 2025. 864 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • SFMG Wealth Advisors held 563,677 shares of Pacer US Cash Cows 100 ETF worth $35.1M as of Q2 2026.
  • SFMG Wealth Advisors sold 2,573 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $163K.
  • Pacer US Cash Cows 100 ETF made up 2.11% of SFMG Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • SFMG Wealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • SFMG Wealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $57.2M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.