TruWealth Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

TruWealth Advisors’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	$1.24M	Sell	19,900 -812	-4%	-$51K	0.06%	92
2025 Q4	$1.25M	Sell	20,712 -3,018	-13%	-$177K	0.06%	89
2025 Q3	$1.36M	Sell	23,730 -14,840	-38%	-$843K	0.07%	85
2025 Q2	$2.13M	Sell	38,570 -6,761	-15%	-$358K	0.12%	78
2025 Q1	$2.48M	Buy	45,331 +4,792	+12%	+$273K	0.15%	67
2024 Q4	$2.29M	Buy	40,539 +4,400	+12%	+$258K	0.14%	70
2024 Q3	$2.09M	Buy	36,139 +3,652	+11%	+$205K	0.13%	71
2024 Q2	$1.77M	Buy	32,487 +4,466	+16%	+$248K	0.12%	71
2024 Q1	$1.63M	Buy	28,021 +10,519	+60%	+$562K	0.11%	74
2023 Q4	$910K	Buy	17,502 +9,210	+111%	+$458K	0.07%	75
2023 Q3	$410K	Buy	8,292 +2,250	+37%	+$113K	0.04%	91
2023 Q2	$289K	Buy	6,042 +675	+13%	+$31.3K	0.02%	120
2023 Q1	$252K	Buy	+5,367	New	+$256K	0.02%	132

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TruWealth Advisors's COWZ Position: Q1 2026 in Review

TruWealth Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.9% in Q1 2026, selling an estimated $51K and leaving 19,900 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #92.

TruWealth Advisors first reported a position in COWZ in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.48M in Q1 2025. 881 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

TruWealth Advisors held 19,900 shares of Pacer US Cash Cows 100 ETF worth $1.24M as of Q1 2026.
TruWealth Advisors sold 812 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $51K.
Pacer US Cash Cows 100 ETF made up 0.06% of TruWealth Advisors's portfolio in Q1 2026, its #92 holding.
TruWealth Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 13 quarters since.
TruWealth Advisors's Pacer US Cash Cows 100 ETF position peaked at $2.48M in Q1 2025.
881 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.