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 Q2	$2.47M	Sell	39,732 -58	-0.1%	-$3.66K	﹤0.01%	1916
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 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

Creative Planning's COWZ Position: Q2 2026 in Review

Creative Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.15% in Q2 2026, selling an estimated $3.66K and leaving 39,732 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Creative Planning first reported a position in COWZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q1 2026. 862 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Creative Planning held 39,732 shares of Pacer US Cash Cows 100 ETF worth $2.47M as of Q2 2026.
Creative Planning sold 58 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $3.66K.
Pacer US Cash Cows 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1916 holding.
Creative Planning first reported a position in Pacer US Cash Cows 100 ETF in Q3 2023 and has held it in 12 quarters since.
Creative Planning's Pacer US Cash Cows 100 ETF position peaked at $2.49M in Q1 2026.
862 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.