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Socha Financial Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Socha Financial Group’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 		$358K Sell
5,715
-271
-5% -$17K 0.18% 11
2025
Q4 		$360K Sell
5,986
-1,827
-23% -$107K 0.18% 13
2025
Q3 		$449K Sell
7,813
-1,846
-19% -$105K 0.19% 12
2025
Q2 		$532K Sell
9,659
-11,251
-54% -$596K 0.24% 12
2025
Q1 		$1.15M Sell
20,910
-19,946
-49% -$1.14M 0.56% 11
2024
Q4 		$2.31M Sell
40,856
-285,741
-87% -$16.7M 1.08% 10
2024
Q3 		$18.9M Buy
326,597
+7,908
+2% +$443K 8.19% 5
2024
Q2 		$17.4M Sell
318,689
-955
-0.3% -$53K 8.13% 5
2024
Q1 		$18.6M Buy
319,644
+7,587
+2% +$406K 8.15% 5
2023
Q4 		$16.2M Buy
312,057
+1,530
+0.5% +$76K 7.78% 5
2023
Q3 		$15.3M Buy
310,527
+12,592
+4% +$631K 8.16% 5
2023
Q2 		$14.3M Buy
297,935
+10,342
+4% +$480K 7.52% 5
2023
Q1 		$13.5M Buy
287,593
+16,469
+6% +$787K 8.72% 5
2022
Q4 		$12.5M Buy
271,124
+122,587
+83% +$5.71M 8.89% 5
2022
Q3 		$6.09M Buy
148,537
+10,484
+8% +$471K 5.23% 5
2022
Q2 		$5.95M Buy
+138,053
New +$6.64M 6.09% 4

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Socha Financial Group's COWZ Position: Q1 2026 in Review

Socha Financial Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 4.5% in Q1 2026, selling an estimated $17K and leaving 5,715 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #11.

Socha Financial Group first reported a position in COWZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $18.9M in Q3 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Socha Financial Group held 5,715 shares of Pacer US Cash Cows 100 ETF worth $358K as of Q1 2026.
  • Socha Financial Group sold 271 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $17K.
  • Pacer US Cash Cows 100 ETF made up 0.18% of Socha Financial Group's portfolio in Q1 2026, its #11 holding.
  • Socha Financial Group first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 16 quarters since.
  • Socha Financial Group's Pacer US Cash Cows 100 ETF position peaked at $18.9M in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Socha Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.