Foundations Investment Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Foundations Investment Advisors’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	$1.36M	Sell	21,869 -7,581	-26%	-$479K	0.01%	504
2026 Q1	$1.84M	Sell	29,450 -546	-2%	-$34.3K	0.02%	394
2025 Q4	$1.8M	Buy	29,996 +1,866	+7%	+$110K	0.02%	372
2025 Q3	$1.62M	Sell	28,130 -592,918	-95%	-$33.7M	0.02%	351
2025 Q2	$34.2M	Buy	621,048 +39,770	+7%	+$2.11M	0.54%	52
2025 Q1	$31.8M	Sell	581,278 -216,932	-27%	-$12.3M	0.59%	41
2024 Q4	$45.1M	Buy	798,210 +134,213	+20%	+$7.87M	0.87%	28
2024 Q3	$38.4M	Sell	663,997 -33,336	-5%	-$1.87M	0.81%	29
2024 Q2	$38M	Buy	697,333 +172,513	+33%	+$9.57M	0.92%	25
2024 Q1	$30.5M	Buy	524,820 +62,486	+14%	+$3.34M	0.8%	27
2023 Q4	$24.1M	Buy	462,334 +106,365	+30%	+$5.29M	0.65%	33
2023 Q3	$17.6M	Buy	355,969 +109,811	+45%	+$5.5M	0.54%	43
2023 Q2	$11.8M	Buy	246,158 +1,382	+0.6%	+$64.2K	0.39%	46
2023 Q1	$11.5M	Buy	+244,776	New	+$11.7M	0.41%	39

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Foundations Investment Advisors's COWZ Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 26% in Q2 2026, selling an estimated $479K and leaving 21,869 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #504.

Foundations Investment Advisors first reported a position in COWZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $45.1M in Q4 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Foundations Investment Advisors held 21,869 shares of Pacer US Cash Cows 100 ETF worth $1.36M as of Q2 2026.
Foundations Investment Advisors sold 7,581 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $479K.
Pacer US Cash Cows 100 ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #504 holding.
Foundations Investment Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's Pacer US Cash Cows 100 ETF position peaked at $45.1M in Q4 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.