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Winter & Associates’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Winter & Associates’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 		$8.14M Buy
130,809
+26,734
+26% +$1.69M 6.11% 2
2026
Q1 		$6.51M Buy
104,075
+10,623
+11% +$667K 5.7% 2
2025
Q4 		$5.62M Buy
+93,452
New +$5.5M 5.2% 5

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Winter & Associates's COWZ Position: Q2 2026 in Review

Winter & Associates increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 26% in Q2 2026, buying an estimated $1.69M and bringing the position to 130,809 shares worth $8.14M. The position accounts for 6.11% of the portfolio, ranked #2.

Winter & Associates first reported a position in COWZ in Q4 2025 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Winter & Associates held 130,809 shares of Pacer US Cash Cows 100 ETF worth $8.14M as of Q2 2026.
  • Winter & Associates bought 26,734 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.69M.
  • Pacer US Cash Cows 100 ETF made up 6.11% of Winter & Associates's portfolio in Q2 2026, its #2 holding.
  • Winter & Associates first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.