OFC Financial Planning
COWZ icon

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

OFC Financial 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
Q3 		$2.12M Buy
31,681
+951
+3% +$64.8K 1.82% 11
2026
Q2 		$1.91M Sell
30,730
-712
-2% -$45K 1.7% 13
2026
Q1 		$1.97M Sell
31,442
-167
-0.5% -$10.5K 1.93% 11
2025
Q4 		$1.9M Buy
31,609
+1,390
+5% +$81.7K 1.81% 11
2025
Q3 		$1.74M Sell
30,219
-2,187
-7% -$124K 1.72% 13
2025
Q2 		$1.79M Buy
32,406
+277
+0.9% +$14.7K 1.9% 11
2025
Q1 		$1.76M Buy
32,129
+501
+2% +$28.5K 1.99% 9
2024
Q4 		$1.79M Buy
+31,628
New +$1.85M 1.88% 10

Other funds holding COWZ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

OFC Financial Planning's COWZ Position: Q3 2026 in Review

OFC Financial Planning increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 3.1% in Q3 2026, buying an estimated $64.8K and bringing the position to 31,681 shares worth $2.12M. The position accounts for 1.82% of the portfolio, ranked #11.

OFC Financial Planning first reported a position in COWZ in Q4 2024 and has held it in 8 quarters since. 803 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • OFC Financial Planning held 31,681 shares of Pacer US Cash Cows 100 ETF worth $2.12M as of Q3 2026.
  • OFC Financial Planning bought 951 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $64.8K.
  • Pacer US Cash Cows 100 ETF made up 1.82% of OFC Financial Planning's portfolio in Q3 2026, its #11 holding.
  • OFC Financial Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 8 quarters since.
  • 803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.