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Steward Partners Investment Advisory’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Steward Partners Investment Advisory’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 		$38.3M Buy
615,418
+629
+0.1% +$39.7K 0.2% 103
2026
Q1 		$38.5M Buy
614,789
+9,130
+2% +$573K 0.2% 96
2025
Q4 		$36.4M Sell
605,659
-100,040
-14% -$5.88M 0.2% 96
2025
Q3 		$40.6M Buy
705,699
+8,102
+1% +$460K 0.23% 81
2025
Q2 		$38.4M Sell
697,597
-227,571
-25% -$12M 0.3% 61
2025
Q1 		$50.7M Sell
925,168
-78,058
-8% -$4.44M 0.45% 39
2024
Q4 		$56.7M Buy
1,003,226
+25,068
+3% +$1.47M 0.5% 32
2024
Q3 		$56.6M Buy
978,158
+76,288
+8% +$4.27M 0.52% 32
2024
Q2 		$49.1M Buy
901,870
+89,815
+11% +$4.98M 0.52% 36
2024
Q1 		$47.2M Buy
812,055
+148,021
+22% +$7.91M 0.52% 35
2023
Q4 		$34.5M Buy
664,034
+217,595
+49% +$10.8M 0.47% 42
2023
Q3 		$22.1M Buy
446,439
+31,807
+8% +$1.59M 0.34% 61
2023
Q2 		$19.8M Sell
414,632
-16,300
-4% -$757K 0.3% 72
2023
Q1 		$20.2M Buy
430,932
+173,018
+67% +$8.27M 0.32% 68
2022
Q4 		$11.9M Buy
257,914
+119,541
+86% +$5.57M 0.2% 123
2022
Q3 		$5.68M Buy
138,373
+27,667
+25% +$1.24M 0.11% 212
2022
Q2 		$4.77M Buy
110,706
+46,364
+72% +$2.23M 0.09% 248
2022
Q1 		$3.2M Buy
64,342
+10,191
+19% +$491K 0.05% 362
2021
Q4 		$2.55M Buy
54,151
+11,602
+27% +$532K 0.04% 423
2021
Q3 		$1.86M Buy
42,549
+34,863
+454% +$1.53M 0.03% 475
2021
Q2 		$329K Buy
7,686
+5,766
+300% +$245K 0.01% 1139
2021
Q1 		$78.1K Buy
1,920
+1,620
+540% +$60.2K ﹤0.01% 1755
2020
Q4 		$10K Buy
+300
New +$9.3K ﹤0.01% 2301

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

Steward Partners Investment Advisory's COWZ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.1% in Q2 2026, buying an estimated $39.7K and bringing the position to 615,418 shares worth $38.3M. The position accounts for 0.2% of the portfolio, ranked #103.

Steward Partners Investment Advisory first reported a position in COWZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $56.7M in Q4 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Steward Partners Investment Advisory held 615,418 shares of Pacer US Cash Cows 100 ETF worth $38.3M as of Q2 2026.
  • Steward Partners Investment Advisory bought 629 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $39.7K.
  • Pacer US Cash Cows 100 ETF made up 0.2% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #103 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer US Cash Cows 100 ETF in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Pacer US Cash Cows 100 ETF position peaked at $56.7M in Q4 2024.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.