James T. Borello RIA’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

James T. Borello RIA’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 Q3	$3.23M	Buy	48,381 +6,286	+15%	+$429K	0.67%	25
2026 Q2	$2.62M	Sell	42,095 -5,372	-11%	-$339K	0.57%	28
2026 Q1	$2.97M	Buy	47,467 +5,743	+14%	+$361K	0.75%	26
2025 Q4	$2.51M	Sell	41,724 -2,759	-6%	-$162K	0.65%	28
2025 Q3	$2.56M	Sell	44,483 -76,553	-63%	-$4.35M	0.69%	28
2025 Q2	$6.67M	Buy	121,036 +19,380	+19%	+$1.03M	1.94%	15
2025 Q1	$5.57M	Buy	101,656 +9,530	+10%	+$542K	1.79%	16
2024 Q4	$5.2M	Buy	92,126 +91,807	+28,780%	+$5.38M	1.94%	15
2024 Q3	$18.4K	Hold	319	–	–	0.01%	123
2024 Q2	$17.4K	Hold	319	–	–	0.01%	115
2024 Q1	$18.5K	Hold	319	–	–	0.01%	112
2023 Q4	$16.6K	Buy	+319	New	+$15.9K	0.01%	92

Other funds holding COWZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $206M AUM 8.34% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

James T. Borello RIA's COWZ Position: Q3 2026 in Review

James T. Borello RIA increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 15% in Q3 2026, buying an estimated $429K and bringing the position to 48,381 shares worth $3.23M. The position accounts for 0.67% of the portfolio, ranked #25.

James T. Borello RIA first reported a position in COWZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.67M in Q2 2025. 188 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

James T. Borello RIA held 48,381 shares of Pacer US Cash Cows 100 ETF worth $3.23M as of Q3 2026.
James T. Borello RIA bought 6,286 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $429K.
Pacer US Cash Cows 100 ETF made up 0.67% of James T. Borello RIA's portfolio in Q3 2026, its #25 holding.
James T. Borello RIA first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Pacer US Cash Cows 100 ETF position peaked at $6.67M in Q2 2025.
188 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.