Strategic Financial Concepts’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Strategic Financial Concepts’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	$788K	Buy	12,597 +4,696	+59%	+$295K	0.19%	118
2025 Q4	$475K	Buy	7,901 +3,278	+71%	+$193K	0.43%	62
2025 Q3	$266K	Buy	4,623 +222	+5%	+$12.6K	0.04%	214
2025 Q2	$243K	Sell	4,401 -8,841	-67%	-$468K	0.03%	234
2025 Q1	$725K	Sell	13,242 -518	-4%	-$29.5K	0.14%	148
2024 Q4	$777K	Buy	+13,760	New	+$807K	0.15%	142
2024 Q3	–	Sell	-58,613	Closed	-$368K	–	329
2024 Q2	$368K	Buy	58,613 +42,367	+261%	+$2.35M	0.21%	95
2024 Q1	$944K	Buy	+16,246	New	+$868K	0.23%	102

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

Strategic Financial Concepts's COWZ Position: Q1 2026 in Review

Strategic Financial Concepts increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 59% in Q1 2026, buying an estimated $295K and bringing the position to 12,597 shares worth $788K. The position accounts for 0.19% of the portfolio, ranked #118.

Strategic Financial Concepts first reported a position in COWZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $944K in Q1 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Strategic Financial Concepts held 12,597 shares of Pacer US Cash Cows 100 ETF worth $788K as of Q1 2026.
Strategic Financial Concepts bought 4,696 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $295K.
Pacer US Cash Cows 100 ETF made up 0.19% of Strategic Financial Concepts's portfolio in Q1 2026, its #118 holding.
Strategic Financial Concepts first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 8 quarters since.
Strategic Financial Concepts's Pacer US Cash Cows 100 ETF position peaked at $944K in Q1 2024.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.