COMPASS FINANCIAL MANAGEMENT LLC’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.84M	Buy	+43,208	New	+$2.73M	0.34%	77

Other funds holding COWZ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's COWZ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026: 43,208 shares worth $2.84M. The stake represents 0.34% of the portfolio and ranks #77 among its holdings.

698 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 43,208 shares of Pacer US Cash Cows 100 ETF worth $2.84M as of Q2 2026.
Pacer US Cash Cows 100 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Pacer US Cash Cows 100 ETF made up 0.34% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #77 holding.
698 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.