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 Q2	$573K	Buy	9,205 +105	+1%	+$6.63K	0.35%	66
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 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

Capstone Wealth Management Group (Oregon)'s COWZ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.2% in Q2 2026, buying an estimated $6.63K and bringing the position to 9,205 shares worth $573K. The position accounts for 0.35% of the portfolio, ranked #66.

Capstone Wealth Management Group (Oregon) first reported a position in COWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $950K in Q4 2024. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 9,205 shares of Pacer US Cash Cows 100 ETF worth $573K as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 105 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $6.63K.
Pacer US Cash Cows 100 ETF made up 0.35% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #66 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 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Pacer US Cash Cows 100 ETF position peaked at $950K in Q4 2024.
862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.