LWM
COWZ icon

Lionsbridge Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Lionsbridge Wealth Management’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 		$585K Sell
9,413
-479
-5% -$30.3K 0.57% 48
2026
Q1 		$619K Buy
9,892
+22
+0.2% +$1.38K 0.62% 41
2025
Q4 		$594K Sell
9,870
-22
-0.2% -$1.29K 0.6% 46
2025
Q3 		$568K Buy
9,892
+153
+2% +$8.7K 0.56% 48
2025
Q2 		$537K Sell
9,739
-35,262
-78% -$1.87M 0.53% 49
2025
Q1 		$2.46M Sell
45,001
-9,999
-18% -$569K 2.19% 14
2024
Q4 		$3.11M Sell
55,000
-4,211
-7% -$247K 2.61% 12
2024
Q3 		$3.42M Sell
59,211
-805
-1% -$45.1K 2.71% 12
2024
Q2 		$3.27M Sell
60,016
-174
-0.3% -$9.66K 2.62% 11
2024
Q1 		$3.5M Sell
60,190
-589
-1% -$31.5K 2.71% 12
2023
Q4 		$3.16M Buy
60,779
+2,352
+4% +$117K 2.53% 15
2023
Q3 		$2.89M Buy
58,427
+25
+0% +$1.25K 2.74% 10
2023
Q2 		$2.8M Buy
58,402
+9,930
+20% +$461K 2.5% 17
2023
Q1 		$2.28M Sell
48,472
-2,524
-5% -$121K 2.1% 16
2022
Q4 		$2.36M Buy
+50,996
New +$2.37M 2.3% 13
2022
Q3 		– Sell
-34,064
Closed -$1.47M – 32
2022
Q2 		$1.47M Buy
34,064
+29,286
+613% +$1.41M 1.7% 15
2022
Q1 		$238K Buy
+4,778
New +$230K 0.28% 47

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

Lionsbridge Wealth Management's COWZ Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 4.8% in Q2 2026, selling an estimated $30.3K and leaving 9,413 shares worth $585K. The position accounts for 0.57% of the portfolio, ranked #48.

Lionsbridge Wealth Management first reported a position in COWZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.5M in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Lionsbridge Wealth Management held 9,413 shares of Pacer US Cash Cows 100 ETF worth $585K as of Q2 2026.
  • Lionsbridge Wealth Management sold 479 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $30.3K.
  • Pacer US Cash Cows 100 ETF made up 0.57% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Lionsbridge Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 17 quarters since.
  • Lionsbridge Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $3.5M in Q1 2024.
  • 860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.