Consolidated Planning Corp’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Consolidated Planning Corp’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 Q3	$1.07M	Buy	+16,027	New	+$1.09M	0.15%	83
2024 Q3	–	Sell	-20,825	Closed	-$1.13M	–	206
2024 Q2	$1.13M	Buy	+20,825	New	+$1.16M	0.19%	85
2023 Q2	–	Sell	-74,888	Closed	-$3.52M	–	163
2023 Q1	$3.52M	Buy	74,888 +17,462	+30%	+$834K	0.91%	40
2022 Q4	$2.66M	Sell	57,426 -94,829	-62%	-$4.42M	0.73%	42
2022 Q3	$6.25M	Buy	152,255 +81,188	+114%	+$3.65M	1.95%	12
2022 Q2	$3.06M	Buy	+71,067	New	+$3.42M	0.96%	35

Other funds holding COWZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Consolidated Planning Corp's COWZ Position: Q3 2026 in Review

Consolidated Planning Corp opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q3 2026: 16,027 shares worth $1.07M. The stake represents 0.15% of the portfolio and ranks #83 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in COWZ as recently as Q2 2024.

Consolidated Planning Corp first reported a position in COWZ in Q2 2022 and has held it in 6 quarters since. The position peaked at $6.25M in Q3 2022. 563 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

Consolidated Planning Corp held 16,027 shares of Pacer US Cash Cows 100 ETF worth $1.07M as of Q3 2026.
Pacer US Cash Cows 100 ETF was a new Consolidated Planning Corp position in Q3 2026.
Pacer US Cash Cows 100 ETF made up 0.15% of Consolidated Planning Corp's portfolio in Q3 2026, its #83 holding.
Consolidated Planning Corp first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 6 quarters since.
Consolidated Planning Corp's Pacer US Cash Cows 100 ETF position peaked at $6.25M in Q3 2022.
563 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.