LWM
COWZ icon

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

Lodestone 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 		$4.52M Buy
72,736
+3,565
+5% +$225K 1.6% 12
2026
Q1 		$4.33M Buy
69,171
+2,853
+4% +$179K 1.71% 10
2025
Q4 		$3.99M Sell
66,318
-657
-1% -$38.6K 1.63% 12
2025
Q3 		$3.85M Buy
66,975
+2,469
+4% +$140K 1.73% 11
2025
Q2 		$3.55M Sell
64,506
-1,050
-2% -$55.6K 1.73% 14
2025
Q1 		$3.59M Sell
65,556
-25,622
-28% -$1.46M 1.91% 11
2024
Q4 		$4.81M Buy
91,178
+27,357
+43% +$1.6M 2.41% 5
2024
Q3 		$3.69M Buy
63,821
+11,827
+23% +$663K 1.85% 13
2024
Q2 		$2.83M Buy
51,994
+289
+0.6% +$16K 1.49% 22
2024
Q1 		$3M Buy
51,705
+2,612
+5% +$140K 1.58% 17
2023
Q4 		$2.55M Sell
49,093
-26,226
-35% -$1.3M 1.48% 19
2023
Q3 		$3.51M Buy
75,319
+33,214
+79% +$1.66M 2.46% 8
2023
Q2 		$2.02M Buy
42,105
+8,234
+24% +$382K 1.38% 21
2023
Q1 		$1.59M Buy
33,871
+4,416
+15% +$211K 1.23% 32
2022
Q4 		$1.36M Buy
+29,455
New +$1.37M 1.1% 37

Other funds holding COWZ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Lodestone Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 5.2% in Q2 2026, buying an estimated $225K and bringing the position to 72,736 shares worth $4.52M. The position accounts for 1.6% of the portfolio, ranked #12.

Lodestone Wealth Management first reported a position in COWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q4 2024. 373 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Lodestone Wealth Management held 72,736 shares of Pacer US Cash Cows 100 ETF worth $4.52M as of Q2 2026.
  • Lodestone Wealth Management bought 3,565 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $225K.
  • Pacer US Cash Cows 100 ETF made up 1.6% of Lodestone Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Lodestone Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Pacer US Cash Cows 100 ETF position peaked at $4.81M in Q4 2024.
  • 373 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.