Capasso Planning Partners’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Capasso Planning Partners’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
2026 Q2	$328K	Sell	8,176 -445	-5%	-$16.6K	0.16%	64
2026 Q1	$291K	Sell	8,621 -177	-2%	-$6.2K	0.16%	63
2025 Q4	$310K	Sell	8,798 -2,517	-22%	-$89.5K	0.17%	63
2025 Q3	$411K	Sell	11,315 -6,151	-35%	-$217K	0.25%	49
2025 Q2	$613K	Sell	17,466 -16,578	-49%	-$544K	0.35%	45
2025 Q1	$1.05M	Sell	34,044 -11,079	-25%	-$366K	0.44%	43
2024 Q4	$1.45M	Sell	45,123 -25,812	-36%	-$815K	0.58%	37
2024 Q3	$2.04M	Sell	70,935 -20,533	-22%	-$560K	0.6%	34
2024 Q2	$2.48M	Buy	+91,468	New	+$2.37M	0.81%	28

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capasso Planning Partners's COWG Position: Q2 2026 in Review

Capasso Planning Partners reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 5.2% in Q2 2026, selling an estimated $16.6K and leaving 8,176 shares worth $328K. The position accounts for 0.16% of the portfolio, ranked #64.

Capasso Planning Partners first reported a position in COWG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q2 2024. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Capasso Planning Partners held 8,176 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $328K as of Q2 2026.
Capasso Planning Partners sold 445 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $16.6K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.16% of Capasso Planning Partners's portfolio in Q2 2026, its #64 holding.
Capasso Planning Partners first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2024 and has held it in 9 quarters since.
Capasso Planning Partners's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $2.48M in Q2 2024.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.