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

Trademark Financial Management’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 		$1.45M Sell
23,355
-12,179
-34% -$769K 0.59% 35
2026
Q1 		$2.22M Buy
35,534
+752
+2% +$47.2K 1.09% 25
2025
Q4 		$2.09M Sell
34,782
-1,453
-4% -$85.4K 1.15% 22
2025
Q3 		$2.08M Sell
36,235
-13,131
-27% -$746K 1.21% 23
2025
Q2 		$2.72M Sell
49,366
-60,667
-55% -$3.21M 1.66% 22
2025
Q1 		$6.03M Sell
110,033
-22,803
-17% -$1.3M 4.6% 4
2024
Q4 		$7.5M Buy
132,836
+4,276
+3% +$251K 5.96% 3
2024
Q3 		$7.43M Sell
128,560
-14,689
-10% -$823K 5.9% 2
2024
Q2 		$7.81M Sell
143,249
-15,820
-10% -$878K 6.36% 2
2024
Q1 		$9.24M Sell
159,069
-763
-0.5% -$40.8K 7.66% 2
2023
Q4 		$8.31M Buy
+159,832
New +$7.94M 6.1% 3

Other funds holding COWZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Trademark Financial Management's COWZ Position: Q2 2026 in Review

Trademark Financial Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 34% in Q2 2026, selling an estimated $769K and leaving 23,355 shares worth $1.45M. The position accounts for 0.59% of the portfolio, ranked #35.

Trademark Financial Management first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.24M in Q1 2024. 437 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Trademark Financial Management held 23,355 shares of Pacer US Cash Cows 100 ETF worth $1.45M as of Q2 2026.
  • Trademark Financial Management sold 12,179 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $769K.
  • Pacer US Cash Cows 100 ETF made up 0.59% of Trademark Financial Management's portfolio in Q2 2026, its #35 holding.
  • Trademark Financial Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • Trademark Financial Management's Pacer US Cash Cows 100 ETF position peaked at $9.24M in Q1 2024.
  • 437 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.