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Comprehensive Financial Consultants Institutional’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.34M Sell
21,569
-419
-2% -$26.5K 0.35% 92
2026
Q1 		$1.38M Sell
21,988
-714
-3% -$44.8K 0.41% 88
2025
Q4 		$1.37M Sell
22,702
-4,659
-17% -$274K 0.41% 83
2025
Q3 		$1.57M Sell
27,361
-16,640
-38% -$946K 0.49% 72
2025
Q2 		$2.42M Sell
44,001
-7,095
-14% -$376K 0.8% 44
2025
Q1 		$2.8M Sell
51,096
-680
-1% -$38.7K 0.99% 33
2024
Q4 		$2.92M Buy
51,776
+337
+0.7% +$19.8K 1.06% 30
2024
Q3 		$2.97M Sell
51,439
-542
-1% -$30.4K 1.09% 31
2024
Q2 		$2.83M Buy
51,981
+1,193
+2% +$66.2K 1.11% 29
2024
Q1 		$2.95M Sell
50,788
-272
-0.5% -$14.5K 1.22% 28
2023
Q4 		$2.65M Buy
51,060
+937
+2% +$46.6K 1.23% 26
2023
Q3 		$2.48M Buy
50,123
+2,561
+5% +$128K 1.3% 24
2023
Q2 		$2.32M Buy
47,562
+438
+0.9% +$20.3K 1.22% 27
2023
Q1 		$2.21M Buy
47,124
+22,959
+95% +$1.1M 1.25% 23
2022
Q4 		$1.18M Buy
+24,165
New +$1.13M 0.71% 49

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

Comprehensive Financial Consultants Institutional's COWZ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.9% in Q2 2026, selling an estimated $26.5K and leaving 21,569 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #92.

Comprehensive Financial Consultants Institutional first reported a position in COWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q3 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 21,569 shares of Pacer US Cash Cows 100 ETF worth $1.34M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 419 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $26.5K.
  • Pacer US Cash Cows 100 ETF made up 0.35% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #92 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • Comprehensive Financial Consultants Institutional's Pacer US Cash Cows 100 ETF position peaked at $2.97M in Q3 2024.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.