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

Simplicity Wealth’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	$230K	Buy	+3,678	New	+$231K	0.01%	680
2025 Q4	–	Sell	-4,346	Closed	-$250K	–	710
2025 Q3	$250K	Sell	4,346 -4,492	-51%	-$255K	0.01%	608
2025 Q2	$487K	Buy	8,838 +765	+9%	+$40.5K	0.02%	462
2025 Q1	$442K	Buy	+8,073	New	+$460K	0.03%	364
2024 Q3	–	Sell	-4,485	Closed	-$244K	–	634
2024 Q2	$244K	Hold	4,485	–	–	0.01%	1025
2024 Q1	$261K	Buy	+4,485	New	+$240K	0.01%	968

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

Simplicity Wealth's COWZ Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026: 3,678 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in COWZ as recently as Q3 2025.

Simplicity Wealth first reported a position in COWZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $487K in Q2 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Simplicity Wealth held 3,678 shares of Pacer US Cash Cows 100 ETF worth $230K as of Q1 2026.
Pacer US Cash Cows 100 ETF was a new Simplicity Wealth position in Q1 2026.
Pacer US Cash Cows 100 ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #680 holding.
Simplicity Wealth first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Pacer US Cash Cows 100 ETF position peaked at $487K in Q2 2025.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.