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Wellspring Financial Advisors’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Wellspring Financial Advisors’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 		$964K Buy
15,482
+66
+0.4% +$4.17K 0.06% 102
2026
Q1 		$964K Sell
15,416
-5,845
-27% -$367K 0.07% 101
2025
Q4 		$1.28M Buy
+21,261
New +$1.25M 0.1% 70

Other funds holding COWZ

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Wellspring Financial Advisors's COWZ Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.43% in Q2 2026, buying an estimated $4.17K and bringing the position to 15,482 shares worth $964K. The position accounts for 0.06% of the portfolio, ranked #102.

Wellspring Financial Advisors first reported a position in COWZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 290 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Wellspring Financial Advisors held 15,482 shares of Pacer US Cash Cows 100 ETF worth $964K as of Q2 2026.
  • Wellspring Financial Advisors bought 66 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $4.17K.
  • Pacer US Cash Cows 100 ETF made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • Wellspring Financial Advisors first reported a position in Pacer US Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Pacer US Cash Cows 100 ETF position peaked at $1.28M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.