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

Cornerstone Planning’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 		$226K Hold
3,639
– – 0.05% 134
2026
Q1 		$228K Buy
+3,639
New +$229K 0.05% 138

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

Cornerstone Planning's COWZ Position: Q2 2026 in Review

Cornerstone Planning held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q2 2026 at 3,639 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #134.

Cornerstone Planning first reported a position in COWZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $228K in Q1 2026. 859 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Cornerstone Planning held 3,639 shares of Pacer US Cash Cows 100 ETF worth $226K as of Q2 2026.
  • Cornerstone Planning left its Pacer US Cash Cows 100 ETF share count unchanged in Q2 2026.
  • Pacer US Cash Cows 100 ETF made up 0.05% of Cornerstone Planning's portfolio in Q2 2026, its #134 holding.
  • Cornerstone Planning first reported a position in Pacer US Cash Cows 100 ETF in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning's Pacer US Cash Cows 100 ETF position peaked at $228K in Q1 2026.
  • 859 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.