Compass Financial Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Compass Financial 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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's COWZ Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Pacer US Cash Cows 100 ETF made up 0.34% of Compass Financial Management's portfolio in Q2 2026, its #77 holding.
824 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.