WealthPlan Investment Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

WealthPlan Investment Management’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 Q2	$5.78M	Sell	92,925 -23,824	-20%	-$1.5M	0.29%	83
2026 Q1	$7.3M	Sell	116,749 -91,659	-44%	-$5.76M	0.41%	62
2025 Q4	$12.5M	Sell	208,408 -14,667	-7%	-$862K	0.8%	34
2025 Q3	$12.8M	Buy	223,075 +21,354	+11%	+$1.21M	0.85%	31
2025 Q2	$11.1M	Buy	201,721 +73,851	+58%	+$3.91M	0.81%	38
2025 Q1	$7M	Buy	127,870 +7,328	+6%	+$417K	0.69%	56
2024 Q4	$6.81M	Buy	120,542 +11,938	+11%	+$700K	0.67%	53
2024 Q3	$6.28M	Buy	108,604 +9,349	+9%	+$524K	0.64%	60
2024 Q2	$5.41M	Buy	99,255 +3,928	+4%	+$218K	0.82%	54
2024 Q1	$5.54M	Sell	95,327 -30,151	-24%	-$1.61M	0.85%	50
2023 Q4	$6.52M	Buy	125,478 +5,504	+5%	+$274K	1.04%	40
2023 Q3	$5.93M	Buy	119,974 +21,330	+22%	+$1.07M	1.05%	40
2023 Q2	$4.8M	Sell	98,644 -36,206	-27%	-$1.68M	1.43%	23
2023 Q1	$6.33M	Sell	134,850 -401,071	-75%	-$19.2M	1.09%	38
2022 Q4	$26.8M	Buy	535,921 +28,681	+6%	+$1.34M	1.87%	4
2022 Q3	$24.1M	Buy	+507,240	New	+$22.8M	1.76%	6
2022 Q1	$15.3M	Buy	+319,555	New	+$15.4M	1.06%	25

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WealthPlan Investment Management's COWZ Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 20% in Q2 2026, selling an estimated $1.5M and leaving 92,925 shares worth $5.78M. The position accounts for 0.29% of the portfolio, ranked #83.

WealthPlan Investment Management first reported a position in COWZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $26.8M in Q4 2022. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

WealthPlan Investment Management held 92,925 shares of Pacer US Cash Cows 100 ETF worth $5.78M as of Q2 2026.
WealthPlan Investment Management sold 23,824 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.5M.
Pacer US Cash Cows 100 ETF made up 0.29% of WealthPlan Investment Management's portfolio in Q2 2026, its #83 holding.
WealthPlan Investment Management first reported a position in Pacer US Cash Cows 100 ETF in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Pacer US Cash Cows 100 ETF position peaked at $26.8M in Q4 2022.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.