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Cassady Wealth & Retirement Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.27M Sell
52,647
-586
-1% -$37K 1.52% 26
2026
Q1 		$3.38M Buy
53,233
+3,126
+6% +$196K 1.75% 20
2025
Q4 		$3.01M Buy
+50,107
New +$2.95M 1.97% 16

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

Cassady Wealth & Retirement Planning's COWZ Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.1% in Q2 2026, selling an estimated $37K and leaving 52,647 shares worth $3.27M. The position accounts for 1.52% of the portfolio, ranked #26.

Cassady Wealth & Retirement Planning first reported a position in COWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.38M in Q1 2026. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 52,647 shares of Pacer US Cash Cows 100 ETF worth $3.27M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 586 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $37K.
  • Pacer US Cash Cows 100 ETF made up 1.52% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #26 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassady Wealth & Retirement Planning's Pacer US Cash Cows 100 ETF position peaked at $3.38M in Q1 2026.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.