B. Riley Wealth Advisors’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

B. Riley Wealth Advisors’s Portfolio COWG Stock Details COWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,241	Closed	-$254K	–	1101
2025 Q1	$254K	Buy	8,241 +1,153	+16%	+$38.1K	0.01%	1054
2024 Q4	$227K	Buy	+7,088	New	+$224K	0.01%	984

Other funds holding COWG

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

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

B. Riley Wealth Advisors's COWG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2025, closing a stake of 8,241 shares — an estimated $254K sold.

B. Riley Wealth Advisors first reported a position in COWG in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q1 2025. 201 funds tracked by Wall St. Rank hold COWG as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,241 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2025, an estimated $254K.
B. Riley Wealth Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2024 and held it in 2 quarters.
B. Riley Wealth Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $254K in Q1 2025.
201 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.