Avantax Planning Partners’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Avantax Planning Partners’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	$867K	Sell	13,933 -2,323	-14%	-$147K	0.02%	209
2026 Q1	$1.02M	Sell	16,256 -213	-1%	-$13.4K	0.03%	191
2025 Q4	$991K	Sell	16,469 -372	-2%	-$21.9K	0.03%	196
2025 Q3	$968K	Sell	16,841 -481	-3%	-$27.3K	0.03%	195
2025 Q2	$954K	Sell	17,322 -5,686	-25%	-$301K	0.03%	195
2025 Q1	$1.26M	Sell	23,008 -1,116	-5%	-$63.5K	0.04%	167
2024 Q4	$1.36M	Sell	24,124 -1,728	-7%	-$101K	0.05%	153
2024 Q3	$1.5M	Sell	25,852 -26,517	-51%	-$1.49M	0.05%	146
2024 Q2	$2.85M	Sell	52,369 -21,661	-29%	-$1.2M	0.09%	118
2024 Q1	$4.3M	Buy	74,030 +68,483	+1,235%	+$3.66M	0.14%	94
2023 Q4	$288K	Buy	5,547 +335	+6%	+$16.6K	0.01%	300
2023 Q3	$258K	Buy	+5,212	New	+$261K	0.01%	305

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

Avantax Planning Partners's COWZ Position: Q2 2026 in Review

Avantax Planning Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 14% in Q2 2026, selling an estimated $147K and leaving 13,933 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #209.

Avantax Planning Partners first reported a position in COWZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.3M in Q1 2024. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Avantax Planning Partners held 13,933 shares of Pacer US Cash Cows 100 ETF worth $867K as of Q2 2026.
Avantax Planning Partners sold 2,323 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $147K.
Pacer US Cash Cows 100 ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #209 holding.
Avantax Planning Partners first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and has held it in 12 quarters since.
Avantax Planning Partners's Pacer US Cash Cows 100 ETF position peaked at $4.3M in Q1 2024.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.