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Bullock Wealth Management’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Bullock Wealth Management’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
Q3 		– Sell
-110
Closed -$3.84K – 629
2025
Q2 		$3.84K Hold
110
– – ﹤0.01% 471
2025
Q1 		$3.42K Buy
+110
New +$3.63K ﹤0.01% 469

Other funds holding COWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bullock Wealth Management's COWG Position: Q3 2025 in Review

Bullock Wealth Management sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q3 2025, closing a stake of 110 shares — an estimated $3.84K sold.

Bullock Wealth Management first reported a position in COWG in Q1 2025 and held it in 2 quarters. The position peaked at $3.84K in Q2 2025. 225 funds tracked by Wall St. Rank hold COWG as of Q3 2025.

  • Bullock Wealth Management reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 110 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2025, an estimated $3.84K.
  • Bullock Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $3.84K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.