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

Summit Financial’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 		$6.91M Sell
110,451
-4,510
-4% -$283K 0.09% 238
2025
Q4 		$6.99M Buy
114,961
+22,100
+24% +$1.3M 0.1% 186
2025
Q3 		$5.34M Buy
+92,861
New +$5.28M 0.08% 243

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

Summit Financial's COWZ Position: Q1 2026 in Review

Summit Financial reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.9% in Q1 2026, selling an estimated $283K and leaving 110,451 shares worth $6.91M. The position accounts for 0.09% of the portfolio, ranked #238.

Summit Financial first reported a position in COWZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.99M in Q4 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Summit Financial held 110,451 shares of Pacer US Cash Cows 100 ETF worth $6.91M as of Q1 2026.
  • Summit Financial sold 4,510 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $283K.
  • Pacer US Cash Cows 100 ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #238 holding.
  • Summit Financial first reported a position in Pacer US Cash Cows 100 ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Pacer US Cash Cows 100 ETF position peaked at $6.99M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.