XML Financial’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

XML Financial’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	$13M	Buy	208,239 +5,911	+3%	+$373K	0.94%	25
2026 Q1	$12.7M	Buy	202,328 +8,078	+4%	+$507K	1.02%	22
2025 Q4	$11.7M	Sell	194,250 -1,320	-0.7%	-$77.6K	0.95%	26
2025 Q3	$11.2M	Buy	195,570 +1,987	+1%	+$113K	0.91%	30
2025 Q2	$10.7M	Buy	193,583 +7,118	+4%	+$377K	0.92%	31
2025 Q1	$10.2M	Buy	186,465 +9,292	+5%	+$529K	0.95%	28
2024 Q4	$10M	Buy	177,173 +22,209	+14%	+$1.3M	0.92%	29
2024 Q3	$8.96M	Buy	154,964 +25,905	+20%	+$1.45M	0.83%	30
2024 Q2	$7.03M	Buy	129,059 +30,094	+30%	+$1.67M	0.71%	39
2024 Q1	$5.75M	Buy	98,965 +94,171	+1,964%	+$5.03M	0.59%	46
2023 Q4	$249K	Buy	+4,794	New	+$238K	0.03%	285

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

XML Financial's COWZ Position: Q2 2026 in Review

XML Financial increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.9% in Q2 2026, buying an estimated $373K and bringing the position to 208,239 shares worth $13M. The position accounts for 0.94% of the portfolio, ranked #25.

XML Financial first reported a position in COWZ in Q4 2023 and has held it in 11 quarters since. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

XML Financial held 208,239 shares of Pacer US Cash Cows 100 ETF worth $13M as of Q2 2026.
XML Financial bought 5,911 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $373K.
Pacer US Cash Cows 100 ETF made up 0.94% of XML Financial's portfolio in Q2 2026, its #25 holding.
XML Financial first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.