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

WealthPLAN 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 Q2	$4.21M	Sell	67,733 -25,471	-27%	-$1.61M	0.81%	34
2026 Q1	$5.83M	Sell	93,204 -18,833	-17%	-$1.18M	1.13%	19
2025 Q4	$6.74M	Sell	112,037 -76,533	-41%	-$4.5M	1.01%	25
2025 Q3	$10.8M	Sell	188,570 -41,835	-18%	-$2.38M	1.62%	12
2025 Q2	$12.7M	Sell	230,405 -85,068	-27%	-$4.5M	2.04%	9
2025 Q1	$17.3M	Buy	315,473 +5,366	+2%	+$305K	2.44%	4
2024 Q4	$17.5M	Sell	310,107 -13,360	-4%	-$783K	2.48%	3
2024 Q3	$18.7M	Buy	323,467 +807	+0.3%	+$45.2K	2.51%	4
2024 Q2	$17.6M	Buy	322,660 +2,218	+0.7%	+$123K	1.89%	7
2024 Q1	$18.6M	Sell	320,442 -105,929	-25%	-$5.66M	1.93%	6
2023 Q4	$22.2M	Buy	426,371 +9,460	+2%	+$470K	2.28%	4
2023 Q3	$20.6M	Buy	416,911 +54,098	+15%	+$2.71M	2.39%	4
2023 Q2	$17.4M	Sell	362,813 -43,765	-11%	-$2.03M	2.46%	4
2023 Q1	$19.1M	Sell	406,578 -129,690	-24%	-$6.2M	2.17%	4
2022 Q4	$26.9M	Buy	+536,268	New	+$25M	1.88%	4
2022 Q1	$15.3M	Buy	319,555 +181,229	+131%	+$8.74M	1.06%	25
2021 Q4	$6.52M	Buy	138,326 +33,404	+32%	+$1.53M	0.43%	68
2021 Q3	$4.88M	Buy	+104,922	New	+$4.62M	0.32%	76

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 Partners's COWZ Position: Q2 2026 in Review

WealthPLAN Partners reduced its Pacer US Cash Cows 100 ETF (COWZ) stake by 27% in Q2 2026, selling an estimated $1.61M and leaving 67,733 shares worth $4.21M. The position accounts for 0.81% of the portfolio, ranked #34.

WealthPLAN Partners first reported a position in COWZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $26.9M in Q4 2022. 860 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

WealthPLAN Partners held 67,733 shares of Pacer US Cash Cows 100 ETF worth $4.21M as of Q2 2026.
WealthPLAN Partners sold 25,471 Pacer US Cash Cows 100 ETF shares in Q2 2026, an estimated $1.61M.
Pacer US Cash Cows 100 ETF made up 0.81% of WealthPLAN Partners's portfolio in Q2 2026, its #34 holding.
WealthPLAN Partners first reported a position in Pacer US Cash Cows 100 ETF in Q3 2021 and has held it in 18 quarters since.
WealthPLAN Partners's Pacer US Cash Cows 100 ETF position peaked at $26.9M in Q4 2022.
860 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.