Socha Financial Group
COWZ icon

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
Q3 		$382K Hold
5,715
– – 0.16% 11
2026
Q2 		$355K Hold
5,715
– – 0.14% 13
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Socha Financial Group's COWZ Position: Q3 2026 in Review

Socha Financial Group held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q3 2026 at 5,715 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #11.

Socha Financial Group first reported a position in COWZ in Q2 2022 and has held it in 18 quarters since. The position peaked at $18.9M in Q3 2024. 529 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Socha Financial Group held 5,715 shares of Pacer US Cash Cows 100 ETF worth $382K as of Q3 2026.
  • Socha Financial Group left its Pacer US Cash Cows 100 ETF share count unchanged in Q3 2026.
  • Pacer US Cash Cows 100 ETF made up 0.16% of Socha Financial Group's portfolio in Q3 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 18 quarters since.
  • Socha Financial Group's Pacer US Cash Cows 100 ETF position peaked at $18.9M in Q3 2024.
  • 529 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Socha Financial Group's 13F filing for Q3 2026, filed 3 Nov 2026.