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

Waverly 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 Q2	$5.07M	Buy	81,498 +16,463	+25%	+$1.04M	0.03%	455
2026 Q1	$4.07M	Sell	65,035 -27,855	-30%	-$1.75M	0.03%	459
2025 Q4	$5.59M	Sell	92,890 -4,621	-5%	-$272K	0.05%	350
2025 Q3	$5.6M	Sell	97,511 -18,494	-16%	-$1.05M	0.06%	302
2025 Q2	$6.39M	Buy	116,005 +2,780	+2%	+$147K	0.07%	262
2025 Q1	$6.2M	Buy	113,225 +72,333	+177%	+$4.12M	0.08%	249
2024 Q4	$2.31M	Buy	40,892 +28,094	+220%	+$1.65M	0.04%	355
2024 Q3	$740K	Buy	12,798 +1,613	+14%	+$90.4K	0.01%	501
2024 Q2	$609K	Buy	11,185 +6,547	+141%	+$363K	0.01%	528
2024 Q1	$269K	Buy	+4,638	New	+$248K	0.01%	596

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Waverly Advisors's COWZ Position: Q2 2026 in Review

Waverly Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 25% in Q2 2026, buying an estimated $1.04M and bringing the position to 81,498 shares worth $5.07M. The position accounts for 0.03% of the portfolio, ranked #455.

Waverly Advisors first reported a position in COWZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.39M in Q2 2025. 864 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Waverly Advisors held 81,498 shares of Pacer US Cash Cows 100 ETF worth $5.07M as of Q2 2026.
Waverly Advisors bought 16,463 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.04M.
Pacer US Cash Cows 100 ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #455 holding.
Waverly Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's Pacer US Cash Cows 100 ETF position peaked at $6.39M in Q2 2025.
864 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.