Creative Planning
COWZ icon

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

Creative Planning’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 		$2.49M Buy
39,790
+3,188
+9% +$200K ﹤0.01% 1727
2025
Q4 		$2.2M Buy
36,602
+3,305
+10% +$194K ﹤0.01% 1652
2025
Q3 		$1.91M Buy
33,297
+5,179
+18% +$294K ﹤0.01% 1586
2025
Q2 		$1.55M Sell
28,118
-9,839
-26% -$521K ﹤0.01% 1519
2025
Q1 		$2.08M Buy
37,957
+9,423
+33% +$536K ﹤0.01% 1144
2024
Q4 		$1.61M Sell
28,534
-1,884
-6% -$110K ﹤0.01% 1279
2024
Q3 		$1.76M Buy
30,418
+13,442
+79% +$753K ﹤0.01% 1143
2024
Q2 		$925K Buy
16,976
+8,438
+99% +$468K ﹤0.01% 1461
2024
Q1 		$496K Sell
8,538
-1,967
-19% -$105K ﹤0.01% 1854
2023
Q4 		$546K Buy
10,505
+779
+8% +$38.7K ﹤0.01% 1656
2023
Q3 		$481K Buy
+9,726
New +$488K ﹤0.01% 1589

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's COWZ Position: Q1 2026 in Review

Creative Planning increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 8.7% in Q1 2026, buying an estimated $200K and bringing the position to 39,790 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Creative Planning first reported a position in COWZ in Q3 2023 and has held it in 11 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Creative Planning held 39,790 shares of Pacer US Cash Cows 100 ETF worth $2.49M as of Q1 2026.
  • Creative Planning bought 3,188 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $200K.
  • Pacer US Cash Cows 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1727 holding.
  • Creative Planning first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and has held it in 11 quarters since.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.