CWMGO
COWZ icon

Capstone Wealth Management Group (Oregon)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Capstone Wealth Management Group (Oregon)’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
Q1 		$569K Hold
9,100
– – 0.35% 64
2025
Q4 		$548K Sell
9,100
-1,900
-17% -$112K 0.33% 62
2025
Q3 		$632K Sell
11,000
-800
-7% -$45.5K 0.4% 54
2025
Q2 		$650K Sell
11,800
-575
-5% -$30.4K 0.47% 52
2025
Q1 		$678K Sell
12,375
-4,450
-26% -$253K 0.54% 45
2024
Q4 		$950K Buy
+16,825
New +$986K 0.72% 37

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s COWZ Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q1 2026 at 9,100 shares worth $569K. The position accounts for 0.35% of the portfolio, ranked #64.

Capstone Wealth Management Group (Oregon) first reported a position in COWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $950K in Q4 2024. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 9,100 shares of Pacer US Cash Cows 100 ETF worth $569K as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) left its Pacer US Cash Cows 100 ETF share count unchanged in Q1 2026.
  • Pacer US Cash Cows 100 ETF made up 0.35% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #64 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • Capstone Wealth Management Group (Oregon)'s Pacer US Cash Cows 100 ETF position peaked at $950K in Q4 2024.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.