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

Vertex Planning Partners’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	$850K	Buy	13,580 +13	+0.1%	+$816	0.17%	60
2025 Q4	$816K	Sell	13,567 -22	-0.2%	-$1.29K	0.19%	56
2025 Q3	$781K	Sell	13,589 -170	-1%	-$9.66K	0.15%	85
2025 Q2	$758K	Buy	13,759 +24	+0.2%	+$1.27K	0.16%	77
2025 Q1	$752K	Buy	13,735 +741	+6%	+$42.2K	0.16%	77
2024 Q4	$734K	Buy	12,994 +6	+0%	+$352	0.16%	78
2024 Q3	$751K	Buy	12,988 +2,641	+26%	+$148K	0.18%	64
2024 Q2	$564K	Hold	10,347	–	–	0.15%	75
2024 Q1	$601K	Buy	10,347 +12	+0.1%	+$641	0.17%	70
2023 Q4	$537K	Buy	10,335 +1,413	+16%	+$70.2K	0.16%	77
2023 Q3	$441K	Buy	8,922 +3,003	+51%	+$151K	0.15%	73
2023 Q2	$283K	Buy	5,919 +1,566	+36%	+$72.7K	0.1%	114
2023 Q1	$204K	Buy	+4,353	New	+$208K	0.08%	119

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

Vertex Planning Partners's COWZ Position: Q1 2026 in Review

Vertex Planning Partners increased its Pacer US Cash Cows 100 ETF (COWZ) stake by 0.1% in Q1 2026, buying an estimated $816 and bringing the position to 13,580 shares worth $850K. The position accounts for 0.17% of the portfolio, ranked #60.

Vertex Planning Partners first reported a position in COWZ in Q1 2023 and has held it in 13 quarters since. 877 funds tracked by Wall St. Rank hold COWZ as of Q1 2026.

Vertex Planning Partners held 13,580 shares of Pacer US Cash Cows 100 ETF worth $850K as of Q1 2026.
Vertex Planning Partners bought 13 Pacer US Cash Cows 100 ETF shares in Q1 2026, an estimated $816.
Pacer US Cash Cows 100 ETF made up 0.17% of Vertex Planning Partners's portfolio in Q1 2026, its #60 holding.
Vertex Planning Partners first reported a position in Pacer US Cash Cows 100 ETF in Q1 2023 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 Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.