CRWM
COWZ icon

Castle Rock Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Castle Rock 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
Q3 		– Sell
-3,468
Closed -$218K – 273
2026
Q2 		$218K Sell
3,468
-30
-0.9% -$1.9K 0.04% 260
2026
Q1 		$219K Buy
+3,498
New +$220K 0.05% 251

Other funds holding COWZ

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Castle Rock Wealth Management's COWZ Position: Q3 2026 in Review

Castle Rock Wealth Management sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2026, closing a stake of 3,468 shares — an estimated $218K sold.

Castle Rock Wealth Management first reported a position in COWZ in Q1 2026 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 51 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Castle Rock Wealth Management reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 3,468 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $218K.
  • Castle Rock Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2026 and held it in 2 quarters.
  • Castle Rock Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $219K in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.