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

Planning Strategies Inc.’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	$3.93M	Buy	+63,236	New	+$3.99M	2.45%	8

Other funds holding COWZ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s COWZ Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pacer US Cash Cows 100 ETF (COWZ) in Q2 2026: 63,236 shares worth $3.93M. The stake represents 2.45% of the portfolio and ranks #8 among its holdings.

367 funds tracked by Wall St. Rank hold COWZ as of Q2 2026.

Planning Strategies Inc. held 63,236 shares of Pacer US Cash Cows 100 ETF worth $3.93M as of Q2 2026.
Pacer US Cash Cows 100 ETF was a new Planning Strategies Inc. position in Q2 2026.
Pacer US Cash Cows 100 ETF made up 2.45% of Planning Strategies Inc.'s portfolio in Q2 2026, its #8 holding.
367 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.