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

Holistic 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 		$484K Sell
7,730
-643
-8% -$40.4K 0.1% 183
2025
Q4 		$504K Sell
8,373
-1,447
-15% -$85.1K 0.11% 159
2025
Q3 		$564K Sell
9,820
-1,128
-10% -$64.1K 0.15% 115
2025
Q2 		$603K Buy
+10,948
New +$580K 0.17% 103

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

Holistic Planning's COWZ Position: Q1 2026 in Review

Holistic Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 7.7% in Q1 2026, selling an estimated $40.4K and leaving 7,730 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #183.

Holistic Planning first reported a position in COWZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $603K in Q2 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

  • Holistic Planning held 7,730 shares of Pacer US Cash Cows 100 ETF worth $484K as of Q1 2026.
  • Holistic Planning sold 643 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $40.4K.
  • Pacer US Cash Cows 100 ETF made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #183 holding.
  • Holistic Planning first reported a position in Pacer US Cash Cows 100 ETF in Q2 2025 and has held it in 4 quarters since.
  • Holistic Planning's Pacer US Cash Cows 100 ETF position peaked at $603K in Q2 2025.
  • 877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.