Retirement Planning Group (New York)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Retirement Planning Group (New York)’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	$291K	Buy	4,656 +84	+2%	+$5.28K	0.19%	71
2025 Q4	$278K	Buy	4,572 +329	+8%	+$19.3K	0.19%	73
2025 Q3	$244K	Buy	4,243 +69	+2%	+$3.92K	0.18%	76
2025 Q2	$230K	Buy	4,174 +266	+7%	+$14.1K	0.2%	70
2025 Q1	$214K	Buy	+3,908	New	+$222K	0.22%	69

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

Retirement Planning Group (New York)'s COWZ Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 1.8% in Q1 2026, buying an estimated $5.28K and bringing the position to 4,656 shares worth $291K. The position accounts for 0.19% of the portfolio, ranked #71.

Retirement Planning Group (New York) first reported a position in COWZ in Q1 2025 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Retirement Planning Group (New York) held 4,656 shares of Pacer US Cash Cows 100 ETF worth $291K as of Q1 2026.
Retirement Planning Group (New York) bought 84 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $5.28K.
Pacer US Cash Cows 100 ETF made up 0.19% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #71 holding.
Retirement Planning Group (New York) first reported a position in Pacer US Cash Cows 100 ETF in Q1 2025 and has held it in 5 quarters since.
877 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.