Valtinson Bruner Financial Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Valtinson Bruner Financial Planning’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	$3.32M	Buy	53,399 +611	+1%	+$38.6K	0.83%	23
2026 Q1	$3.3M	Buy	52,788 +1,034	+2%	+$64.9K	0.91%	23
2025 Q4	$3.11M	Sell	51,754 -2,366	-4%	-$139K	0.9%	22
2025 Q3	$3.11M	Sell	54,120 -890	-2%	-$50.6K	0.92%	24
2025 Q2	$3.03M	Buy	55,010 +272	+0.5%	+$14.4K	0.95%	23
2025 Q1	$3M	Sell	54,738 -961	-2%	-$54.7K	1.01%	20
2024 Q4	$3.15M	Sell	55,699 -854	-2%	-$50.1K	1.1%	21
2024 Q3	$3.27M	Sell	56,553 -493	-0.9%	-$27.6K	1.14%	20
2024 Q2	$3.11M	Sell	57,046 -825	-1%	-$45.8K	1.23%	24
2024 Q1	$3.36M	Sell	57,871 -59	-0.1%	-$3.15K	1.43%	21
2023 Q4	$3.01M	Sell	57,930 -511	-0.9%	-$25.4K	1.55%	22
2023 Q3	$2.89M	Buy	58,441 +538	+0.9%	+$27K	1.58%	21
2023 Q2	$2.77M	Buy	57,903 +1,400	+2%	+$65K	1.49%	24
2023 Q1	$2.65M	Buy	56,503 +47,131	+503%	+$2.25M	1.51%	21
2022 Q4	$450K	Buy	+9,372	New	+$436K	0.26%	70

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valtinson Bruner Financial Planning's COWZ Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 53,399 shares worth $3.32M. The position accounts for 0.83% of the portfolio, ranked #23.

Valtinson Bruner Financial Planning first reported a position in COWZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.36M in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Valtinson Bruner Financial Planning held 53,399 shares of Pacer US Cash Cows 100 ETF worth $3.32M as of Q2 2026.
Valtinson Bruner Financial Planning bought 611 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $38.6K.
Pacer US Cash Cows 100 ETF made up 0.83% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #23 holding.
Valtinson Bruner Financial Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
Valtinson Bruner Financial Planning's Pacer US Cash Cows 100 ETF position peaked at $3.36M in Q1 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.