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 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 $1.37T 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Waverly Advisors's COWZ Position: Q1 2026 in Review

Waverly Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 30% in Q1 2026, selling an estimated $1.75M and leaving 65,035 shares worth $4.07M. The position accounts for 0.03% of the portfolio, ranked #459.

Waverly Advisors first reported a position in COWZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.39M in Q2 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Waverly Advisors held 65,035 shares of Pacer US Cash Cows 100 ETF worth $4.07M as of Q1 2026.
Waverly Advisors sold 27,855 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $1.75M.
Pacer US Cash Cows 100 ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #459 holding.
Waverly Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's Pacer US Cash Cows 100 ETF position peaked at $6.39M in Q2 2025.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.