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

Compass Financial Services’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
Q1 		– Sell
-250
Closed -$15K – 90
2025
Q4 		$15K Sell
250
-213
-46% -$12.5K 0.01% 169
2025
Q3 		$26.6K Buy
463
+213
+85% +$12.1K 0.01% 141
2025
Q2 		$13.8K Hold
250
– – 0.01% 172
2025
Q1 		$13.7K Buy
+250
New +$14.2K 0.01% 159

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Compass Financial Services's COWZ Position: Q1 2026 in Review

Compass Financial Services sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026, closing a stake of 250 shares — an estimated $15K sold.

Compass Financial Services first reported a position in COWZ in Q1 2025 and held it in 4 quarters. The position peaked at $26.6K in Q3 2025. 882 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Compass Financial Services reported no remaining Pacer US Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 250 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $15K.
  • Compass Financial Services first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and held it in 4 quarters.
  • Compass Financial Services's Pacer US Cash Cows 100 ETF position peaked at $26.6K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.