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Pinnacle Wealth Planning Services’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$44.2K Hold
706
– – ﹤0.01% 1267
2025
Q4 		$42.5K Buy
+706
New +$41.5K ﹤0.01% 1316

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's COWZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Pacer US Cash Cows 100 ETF (COWZ) position steady in Q1 2026 at 706 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Pinnacle Wealth Planning Services first reported a position in COWZ in Q4 2025 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 706 shares of Pacer US Cash Cows 100 ETF worth $44.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Pacer US Cash Cows 100 ETF share count unchanged in Q1 2026.
  • Pacer US Cash Cows 100 ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1267 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.