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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OFC Financial Planning's COWZ Position: Q2 2026 in Review

OFC Financial Planning reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.3% in Q2 2026, selling an estimated $45K and leaving 30,730 shares worth $1.91M. The position accounts for 1.7% of the portfolio, ranked #13.

OFC Financial Planning first reported a position in COWZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q1 2026. 591 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

OFC Financial Planning held 30,730 shares of Pacer US Cash Cows 100 ETF worth $1.91M as of Q2 2026.
OFC Financial Planning sold 712 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $45K.
Pacer US Cash Cows 100 ETF made up 1.7% of OFC Financial Planning's portfolio in Q2 2026, its #13 holding.
OFC Financial Planning first reported a position in Pacer US Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
OFC Financial Planning's Pacer US Cash Cows 100 ETF position peaked at $1.97M in Q1 2026.
591 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.