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Planning Capital Management Corporation’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.12M Sell
19,304
-9,976
-34% -$559K 0.74% 37
2024
Q2 		$1.6M Buy
29,280
+955
+3% +$53K 1.13% 27
2024
Q1 		$1.65M Buy
28,325
+2,308
+9% +$123K 1.2% 26
2023
Q4 		$1.35M Buy
+26,017
New +$1.29M 1.06% 26

Other funds holding COWZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Planning Capital Management Corporation's COWZ Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 34% in Q3 2024, selling an estimated $559K and leaving 19,304 shares worth $1.12M. The position accounts for 0.74% of the portfolio, ranked #37.

Planning Capital Management Corporation first reported a position in COWZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.65M in Q1 2024. 758 funds tracked by Wall St. Rank hold COWZ as of Q3 2024.

  • Planning Capital Management Corporation held 19,304 shares of Pacer US Cash Cows 100 ETF worth $1.12M as of Q3 2024.
  • Planning Capital Management Corporation sold 9,976 Pacer US Cash Cows 100 ETF shares in Q3 2024, an estimated $559K.
  • Pacer US Cash Cows 100 ETF made up 0.74% of Planning Capital Management Corporation's portfolio in Q3 2024, its #37 holding.
  • Planning Capital Management Corporation first reported a position in Pacer US Cash Cows 100 ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Pacer US Cash Cows 100 ETF position peaked at $1.65M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.