CPWL
COWZ icon

Coquina Private Wealth LLC’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Coquina Private Wealth 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 		$1.69M Sell
27,210
-602
-2% -$38K 1.15% 19
2026
Q1 		$1.74M Sell
27,812
-5,347
-16% -$336K 1.4% 17
2025
Q4 		$2M Buy
+33,159
New +$1.95M 1.6% 15

Other funds holding COWZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Coquina Private Wealth LLC's COWZ Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.2% in Q2 2026, selling an estimated $38K and leaving 27,210 shares worth $1.69M. The position accounts for 1.15% of the portfolio, ranked #19.

Coquina Private Wealth LLC first reported a position in COWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2M in Q4 2025. 582 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Coquina Private Wealth LLC held 27,210 shares of Pacer US Cash Cows 100 ETF worth $1.69M as of Q2 2026.
  • Coquina Private Wealth LLC sold 602 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $38K.
  • Pacer US Cash Cows 100 ETF made up 1.15% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #19 holding.
  • Coquina Private Wealth LLC first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Coquina Private Wealth LLC's Pacer US Cash Cows 100 ETF position peaked at $2M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.