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 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	$9.72M	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

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

Plan Group Financial's COWZ Position: Q1 2026 in Review

Plan Group Financial increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 2.5% in Q1 2026, buying an estimated $349K and bringing the position to 229,452 shares worth $14.4M. The position accounts for 3.37% of the portfolio, ranked #2.

Plan Group Financial first reported a position in COWZ in Q2 2022 and has held it in 13 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Plan Group Financial held 229,452 shares of Pacer US Cash Cows 100 ETF worth $14.4M as of Q1 2026.
Plan Group Financial bought 5,559 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $349K.
Pacer US Cash Cows 100 ETF made up 3.37% of Plan Group Financial's portfolio in Q1 2026, its #2 holding.
Plan Group Financial first reported a position in Pacer US Cash Cows 100 ETF in Q2 2022 and has held it in 13 quarters since.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.