Holistic Planning »

Pacer Fds Tr us cash cows 100 shares owned by Holistic Planning

Quarter-by-quarter ownership of Pacer Fds Tr us cash cows 100 (COWZ) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pacer Fds Tr us cash cows 100

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr us cash cows 100 held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pacer Fds Tr us cash cows 100 by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 9.8k 57.47
2025-06-30 $603k 11k 55.10

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding Pacer Fds Tr us cash cows 100

LPL Financial
Morgan Stanley
Raymond James Financial
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers
Advisor Group Holdings
UBS Group
Ameriprise Financial
Cambridge Investment Research Advisors
Commonwealth Equity Services
Envestnet Asset Management
Royal Bank of Canada
H D Vest Advisory Services
HighTower Advisors

View all funds holding Pacer Fds Tr us cash cows 100