Pinnacle Wealth Planning Services
COWZ icon

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
Q3 		$60.2K Buy
902
+196
+28% +$13.4K 0.01% 1147
2026
Q2 		$43.9K Hold
706
– – ﹤0.01% 1371
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

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
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
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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's COWZ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 28% in Q3 2026, buying an estimated $13.4K and bringing the position to 902 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #1147.

Pinnacle Wealth Planning Services first reported a position in COWZ in Q4 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 902 shares of Pacer US Cash Cows 100 ETF worth $60.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 196 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $13.4K.
  • Pacer US Cash Cows 100 ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1147 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.