WMWM
COWZ icon

Whitaker-Myers Wealth Managers’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Whitaker-Myers Wealth Managers’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 		$1.01M Sell
16,225
-3,209
-17% -$203K 0.17% 75
2026
Q1 		$1.22M Sell
19,434
-5,635
-22% -$354K 0.24% 64
2025
Q4 		$1.51M Sell
25,069
-7,847
-24% -$461K 0.31% 58
2025
Q3 		$1.89M Buy
32,916
+2,345
+8% +$133K 0.41% 36
2025
Q2 		$1.68M Buy
30,571
+1,791
+6% +$94.8K 0.42% 26
2025
Q1 		$1.58M Buy
28,780
+2,571
+10% +$146K 0.44% 24
2024
Q4 		$1.48M Buy
26,209
+689
+3% +$40.4K 0.43% 30
2024
Q3 		$1.48M Buy
25,520
+2,351
+10% +$132K 0.49% 30
2024
Q2 		$1.26M Buy
23,169
+2,764
+14% +$153K 0.47% 35
2024
Q1 		$1.19M Buy
20,405
+3,017
+17% +$161K 0.5% 34
2023
Q4 		$904K Buy
17,388
+1,988
+13% +$98.8K 0.45% 36
2023
Q3 		$761K Buy
15,400
+4,526
+42% +$227K 0.47% 38
2023
Q2 		$521K Buy
10,874
+4,979
+84% +$231K 0.35% 45
2023
Q1 		$277K Buy
5,895
+366
+7% +$17.5K 0.21% 56
2022
Q4 		$256K Buy
+5,529
New +$257K 0.25% 58

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return