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Smallwood Wealth Investment Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Smallwood Wealth Investment Management’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 		$23.6K Hold
380
– – 0.01% 262
2026
Q1 		$23.8K Buy
+380
New +$23.9K 0.01% 245

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SFA
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KAS
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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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Smallwood Wealth Investment Management's COWZ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q2 2026 at 380 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #262.

Smallwood Wealth Investment Management first reported a position in COWZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.8K in Q1 2026. 437 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Smallwood Wealth Investment Management held 380 shares of Pacer US Cash Cows 100 ETF worth $23.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Pacer US Cash Cows 100 ETF share count unchanged in Q2 2026.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #262 holding.
  • Smallwood Wealth Investment Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • Smallwood Wealth Investment Management's Pacer US Cash Cows 100 ETF position peaked at $23.8K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.