Next Level Wealth Planning’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Next Level Wealth 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	$437K	Sell	6,982 -2,538	-27%	-$159K	0.22%	40
2025 Q4	$573K	Sell	9,520 -137	-1%	-$8.06K	0.3%	30
2025 Q3	$555K	Buy	9,657 +1,144	+13%	+$65K	0.31%	26
2025 Q2	$469K	Sell	8,513 -81	-0.9%	-$4.29K	0.3%	26
2025 Q1	$471K	Buy	8,594 +940	+12%	+$53.5K	0.36%	26
2024 Q4	$432K	Buy	+7,654	New	+$449K	0.34%	24

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Level Wealth Planning's COWZ Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 27% in Q1 2026, selling an estimated $159K and leaving 6,982 shares worth $437K. The position accounts for 0.22% of the portfolio, ranked #40.

Next Level Wealth Planning first reported a position in COWZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q4 2025. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Next Level Wealth Planning held 6,982 shares of Pacer US Cash Cows 100 ETF worth $437K as of Q1 2026.
Next Level Wealth Planning sold 2,538 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $159K.
Pacer US Cash Cows 100 ETF made up 0.22% of Next Level Wealth Planning's portfolio in Q1 2026, its #40 holding.
Next Level Wealth Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Pacer US Cash Cows 100 ETF position peaked at $573K in Q4 2025.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.