Lodestone Wealth Management
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
Q3 		$5.1M Buy
76,443
+3,707
+5% +$253K 1.72% 10
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Lodestone Wealth Management's COWZ Position: Q3 2026 in Review

Lodestone Wealth Management increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 5.1% in Q3 2026, buying an estimated $253K and bringing the position to 76,443 shares worth $5.1M. The position accounts for 1.72% of the portfolio, ranked #10.

Lodestone Wealth Management first reported a position in COWZ in Q4 2022 and has held it in 16 quarters since. 367 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Lodestone Wealth Management held 76,443 shares of Pacer US Cash Cows 100 ETF worth $5.1M as of Q3 2026.
  • Lodestone Wealth Management bought 3,707 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $253K.
  • Pacer US Cash Cows 100 ETF made up 1.72% of Lodestone Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Lodestone Wealth Management first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 16 quarters since.
  • 367 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.