The Wealth Group
COWZ icon

The Wealth Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

The Wealth 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 		$20.7M Sell
306,196
-2,688
-0.9% -$183K 3.83% 9
2026
Q2 		$19.2M Sell
308,884
-2,840
-0.9% -$179K 3.68% 9
2026
Q1 		$19.5M Sell
311,724
-2,401
-0.8% -$151K 4.44% 8
2025
Q4 		$18.9M Sell
314,125
-56,042
-15% -$3.3M 4.23% 8
2025
Q3 		$21.3M Sell
370,167
-53,060
-13% -$3.02M 4.92% 7
2025
Q2 		$23.3M Sell
423,227
-54,832
-11% -$2.9M 5.94% 6
2025
Q1 		$26.2M Buy
478,059
+7,283
+2% +$415K 7.67% 3
2024
Q4 		$26.6M Buy
470,776
+17,395
+4% +$1.02M 7.69% 3
2024
Q3 		$26.2M Buy
453,381
+17,282
+4% +$968K 7.63% 3
2024
Q2 		$23.8M Buy
436,099
+16,696
+4% +$927K 7.18% 3
2024
Q1 		$23.4M Buy
419,403
+16,621
+4% +$888K 7.2% 4
2023
Q4 		$20.9M Buy
+402,782
New +$20M 6.89% 4

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
Cyr Financial
Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

The Wealth Group's COWZ Position: Q3 2026 in Review

The Wealth Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.87% in Q3 2026, selling an estimated $183K and leaving 306,196 shares worth $20.7M. The position accounts for 3.83% of the portfolio, ranked #9.

The Wealth Group first reported a position in COWZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $26.6M in Q4 2024. 244 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • The Wealth Group held 306,196 shares of Pacer US Cash Cows 100 ETF worth $20.7M as of Q3 2026.
  • The Wealth Group sold 2,688 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $183K.
  • Pacer US Cash Cows 100 ETF made up 3.83% of The Wealth Group's portfolio in Q3 2026, its #9 holding.
  • The Wealth Group first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Pacer US Cash Cows 100 ETF position peaked at $26.6M in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.