CPL
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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
Q2 		– Sell
-612
Closed -$38.3K – 66
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital & Planning LLC's COWZ Position: Q2 2026 in Review

Capital & Planning LLC sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026, closing a stake of 612 shares — an estimated $38.3K sold.

Capital & Planning LLC first reported a position in COWZ in Q4 2024 and held it in 2 quarters. The position peaked at $38.3K in Q1 2026. 864 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

  • Capital & Planning LLC reported no remaining Pacer US Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 612 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $38.3K.
  • Capital & Planning LLC first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Pacer US Cash Cows 100 ETF position peaked at $38.3K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.