Cornerstone Planning Group’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Cornerstone Planning Group’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	$656K	Sell	10,188 -277	-3%	-$17.5K	0.08%	92
2026 Q1	$666K	Sell	10,465 -641	-6%	-$40.3K	0.09%	90
2025 Q4	$690K	Buy	11,106 +11,035	+15,542%	+$649K	0.11%	72
2025 Q3	$2.57K	Sell	71 -213,210	-100%	-$12.1M	﹤0.01%	1114
2025 Q2	$11.9M	Buy	213,281 +19,849	+10%	+$1.05M	2.42%	14
2025 Q1	$9.81M	Buy	193,432 +11,042	+6%	+$629K	2.35%	13
2024 Q4	$10.8M	Buy	182,390 +7,181	+4%	+$421K	2.64%	12
2024 Q3	$10M	Buy	+175,209	New	+$9.82M	2.65%	13
2022 Q4	$10.6K	Buy	+220	New	+$10.2K	﹤0.01%	621

Other funds holding COWZ

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $388M AUM 20.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cornerstone Planning Group's COWZ Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.6% in Q2 2026, selling an estimated $17.5K and leaving 10,188 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #92.

Cornerstone Planning Group first reported a position in COWZ in Q4 2022 and has held it in 9 quarters since. The position peaked at $11.9M in Q2 2025. 478 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Cornerstone Planning Group held 10,188 shares of Pacer US Cash Cows 100 ETF worth $656K as of Q2 2026.
Cornerstone Planning Group sold 277 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $17.5K.
Pacer US Cash Cows 100 ETF made up 0.08% of Cornerstone Planning Group's portfolio in Q2 2026, its #92 holding.
Cornerstone Planning Group first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 9 quarters since.
Cornerstone Planning Group's Pacer US Cash Cows 100 ETF position peaked at $11.9M in Q2 2025.
478 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.