CPL
COWZ icon

Capital & Planning LLC’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Capital & Planning LLC’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 		$38.3K Buy
+612
New +$38.4K 0.02% 63
2025
Q1 		– Sell
-612
Closed -$34.6K – 65
2024
Q4 		$34.6K Buy
+612
New +$35.9K 0.03% 60

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital & Planning LLC's COWZ Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q1 2026: 612 shares worth $38.3K. The stake represents 0.02% of the portfolio and ranks #63 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in COWZ as recently as Q4 2024.

Capital & Planning LLC first reported a position in COWZ in Q4 2024 and has held it in 2 quarters since. 881 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Capital & Planning LLC held 612 shares of Pacer US Cash Cows 100 ETF worth $38.3K as of Q1 2026.
  • Pacer US Cash Cows 100 ETF was a new Capital & Planning LLC position in Q1 2026.
  • Pacer US Cash Cows 100 ETF made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #63 holding.
  • Capital & Planning LLC first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 2 quarters since.
  • 881 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.