Planning Strategies
COWZ icon

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

Planning Strategies’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 		$4.19M Sell
62,743
-493
-0.8% -$33.6K 2.48% 9
2026
Q2 		$3.93M Buy
+63,236
New +$3.99M 2.45% 8

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

Planning Strategies's COWZ Position: Q3 2026 in Review

Planning Strategies reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.78% in Q3 2026, selling an estimated $33.6K and leaving 62,743 shares worth $4.19M. The position accounts for 2.48% of the portfolio, ranked #9.

Planning Strategies first reported a position in COWZ in Q2 2026 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold COWZ as of Q3 2026.

  • Planning Strategies held 62,743 shares of Pacer US Cash Cows 100 ETF worth $4.19M as of Q3 2026.
  • Planning Strategies sold 493 Pacer US Cash Cows 100 ETF shares in Q3 2026, an estimated $33.6K.
  • Pacer US Cash Cows 100 ETF made up 2.48% of Planning Strategies's portfolio in Q3 2026, its #9 holding.
  • Planning Strategies first reported a position in Pacer US Cash Cows 100 ETF in Q2 2026 and has held it in 2 quarters since.
  • 803 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.