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Cape Investment Advisory’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Cape Investment Advisory’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 		$29.5K Buy
+475
New +$30K 0.01% 629
2026
Q1 		– Sell
-475
Closed -$28.6K – 399
2025
Q4 		$28.6K Buy
+475
New +$27.9K 0.01% 539

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

Cape Investment Advisory's COWZ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026: 475 shares worth $29.5K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in COWZ as recently as Q4 2025.

Cape Investment Advisory first reported a position in COWZ in Q4 2025 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Cape Investment Advisory held 475 shares of Pacer US Cash Cows 100 ETF worth $29.5K as of Q2 2026.
  • Pacer US Cash Cows 100 ETF was a new Cape Investment Advisory position in Q2 2026.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #629 holding.
  • Cape Investment Advisory first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 864 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.