Capital Advisors Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Capital Advisors Wealth Management’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	$243K	Sell	3,904 -7	-0.2%	-$442	0.03%	209
2026 Q1	$245K	Sell	3,911 -1,400	-26%	-$87.9K	0.03%	194
2025 Q4	$320K	Sell	5,311 -226	-4%	-$13.3K	0.04%	163
2025 Q3	$318K	Sell	5,537 -89,350	-94%	-$5.08M	0.05%	162
2025 Q2	$5.23M	Sell	94,887 -90,477	-49%	-$4.79M	0.82%	32
2025 Q1	$10.2M	Sell	185,364 -103,562	-36%	-$5.89M	1.79%	15
2024 Q4	$16.3M	Sell	288,926 -45,810	-14%	-$2.69M	2.91%	11
2024 Q3	$19.4M	Buy	334,736 +12,317	+4%	+$690K	3.57%	10
2024 Q2	$17.6M	Buy	322,419 +28,462	+10%	+$1.58M	3.47%	9
2024 Q1	$17.1M	Buy	293,957 +51,549	+21%	+$2.76M	3.54%	9
2023 Q4	$12.6M	Buy	242,408 +42,158	+21%	+$2.1M	2.87%	12
2023 Q3	$9.9M	Buy	200,250 +42,914	+27%	+$2.15M	2.58%	11
2023 Q2	$7.53M	Buy	157,336 +6,240	+4%	+$290K	1.93%	15
2023 Q1	$7.09M	Buy	+151,096	New	+$7.22M	1.96%	15

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

Capital Advisors Wealth Management's COWZ Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.18% in Q2 2026, selling an estimated $442 and leaving 3,904 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #209.

Capital Advisors Wealth Management first reported a position in COWZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.4M in Q3 2024. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Capital Advisors Wealth Management held 3,904 shares of Pacer US Cash Cows 100 ETF worth $243K as of Q2 2026.
Capital Advisors Wealth Management sold 7 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $442.
Pacer US Cash Cows 100 ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #209 holding.
Capital Advisors Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 14 quarters since.
Capital Advisors Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $19.4M in Q3 2024.
862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.