Clearstead Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Clearstead Advisors’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	$11.7K	Buy	+189	New	+$11.9K	﹤0.01%	1933
2025 Q3	–	Sell	-560	Closed	-$30.9K	–	3127
2025 Q2	$30.9K	Hold	560	–	–	﹤0.01%	1448
2025 Q1	$30.7K	Sell	560 -112	-17%	-$6.38K	﹤0.01%	1295
2024 Q4	$38K	Buy	672 +112	+20%	+$6.57K	﹤0.01%	1227
2024 Q3	$32.4K	Hold	560	–	–	﹤0.01%	1299
2024 Q2	$30.5K	Buy	+560	New	+$31.1K	﹤0.01%	1277
2023 Q2	–	Sell	-8,172	Closed	-$384K	–	1393
2023 Q1	$384K	Hold	8,172	–	–	0.03%	300
2022 Q4	$378K	Hold	8,172	–	–	0.03%	291
2022 Q3	$335K	Buy	8,172 +5,400	+195%	+$243K	0.03%	289
2022 Q2	$119K	Buy	+2,772	New	+$133K	0.01%	466

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

Clearstead Advisors's COWZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026: 189 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in COWZ as recently as Q2 2025.

Clearstead Advisors first reported a position in COWZ in Q2 2022 and has held it in 10 quarters since. The position peaked at $384K in Q1 2023. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Clearstead Advisors held 189 shares of Pacer US Cash Cows 100 ETF worth $11.7K as of Q2 2026.
Pacer US Cash Cows 100 ETF was a new Clearstead Advisors position in Q2 2026.
Pacer US Cash Cows 100 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1933 holding.
Clearstead Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 10 quarters since.
Clearstead Advisors's Pacer US Cash Cows 100 ETF position peaked at $384K in Q1 2023.
862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.