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

Summit Wealth Partners’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
2025 Q4	–	Sell	-10,363	Closed	-$596K	–	206
2025 Q3	$596K	Sell	10,363 -3,472	-25%	-$197K	0.11%	121
2025 Q2	$762K	Sell	13,835 -18,458	-57%	-$977K	0.15%	95
2025 Q1	$1.77M	Sell	32,293 -1,282	-4%	-$73K	0.36%	55
2024 Q4	$1.9M	Sell	33,575 -2,018	-6%	-$118K	0.39%	53
2024 Q3	$2.06M	Buy	35,593 +444	+1%	+$24.9K	0.4%	55
2024 Q2	$1.92M	Buy	35,149 +3,529	+11%	+$196K	0.4%	52
2024 Q1	$1.84M	Buy	31,620 +6,831	+28%	+$365K	0.39%	48
2023 Q4	$1.29M	Buy	24,789 +18,747	+310%	+$932K	0.3%	60
2023 Q3	$299K	Buy	+6,042	New	+$303K	0.08%	142

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Wealth Partners's COWZ Position: Q4 2025 in Review

Summit Wealth Partners sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q4 2025, closing a stake of 10,363 shares — an estimated $596K sold.

Summit Wealth Partners first reported a position in COWZ in Q3 2023 and held it in 9 quarters. The position peaked at $2.06M in Q3 2024. 845 funds tracked by Wall St. Rank hold COWZ as of Q4 2025.

Summit Wealth Partners reported no remaining Pacer US Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Partners sold 10,363 Pacer US Cash Cows 100 ETF shares in Q4 2025, an estimated $596K.
Summit Wealth Partners first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and held it in 9 quarters.
Summit Wealth Partners's Pacer US Cash Cows 100 ETF position peaked at $2.06M in Q3 2024.
845 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q4 2025.

Based on Summit Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.