Plan Group Financial
COWZ icon

Plan Group Financial’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Plan Group Financial’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 		$17.6M Sell
248,130
-1,673
-0.7% -$114K 3.46% 3
2026
Q2 		$15.5M Buy
249,803
+20,351
+9% +$1.29M 3.2% 3
2026
Q1 		$14.4M Buy
229,452
+5,559
+2% +$349K 3.37% 2
2025
Q4 		$13.5M Buy
223,893
+141
+0.1% +$8.29K 3.5% 4
2025
Q3 		$12.9M Buy
223,752
+8,314
+4% +$472K 3.45% 4
2025
Q2 		$11.9M Sell
215,438
-13,124
-6% -$695K 3.9% 3
2025
Q1 		$12.5M Buy
228,562
+40,155
+21% +$2.29M 4.47% 3
2024
Q4 		$10.6M Buy
188,407
+3,868
+2% +$227K 5.62% 2
2024
Q3 		$10.7M Buy
184,539
+10,167
+6% +$570K 5.64% 2
2024
Q2 		$9.5M Buy
174,372
+7,123
+4% +$395K 5.81% 2
2024
Q1 		$9.7M Buy
167,249
+21,753
+15% +$1.16M 6.38% 2
2023
Q4 		$7.56M Buy
145,496
+12,405
+9% +$617K 6.64% 2
2023
Q3 		$6.58M Sell
133,091
-24,309
-15% -$1.22M 4.74% 6
2023
Q2 		$7.93M Buy
+157,400
New +$7.31M 6.62% 5
2022
Q2 		$776K Buy
+17,620
New +$848K 1.33% 24

Other funds holding COWZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
Decker Wealth Management LLC
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

Plan Group Financial's COWZ Position: Q3 2026 in Review

Plan Group Financial reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.67% in Q3 2026, selling an estimated $114K and leaving 248,130 shares worth $17.6M. The position accounts for 3.46% of the portfolio, ranked #3.

Plan Group Financial first reported a position in COWZ in Q2 2022 and has held it in 15 quarters since. 299 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Plan Group Financial held 248,130 shares of Pacer US Cash Cows 100 ETF worth $17.6M as of Q3 2026.
  • Plan Group Financial sold 1,673 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $114K.
  • Pacer US Cash Cows 100 ETF made up 3.46% of Plan Group Financial's portfolio in Q3 2026, its #3 holding.
  • Plan Group Financial first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 15 quarters since.
  • 299 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.