Carson Wealth (CWM LLC)
COWG icon

Carson Wealth (CWM LLC)’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$33.8K Buy
1,001
+991
+9,910% +$34.7K ﹤0.01% 4083
2025
Q4 		$0 Buy
10
+1
+11% +$36 ﹤0.01% 5407
2025
Q3 		$0 Buy
+9
New +$318 ﹤0.01% 5303

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COWG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 9,910% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,001 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4083.

Carson Wealth (CWM LLC) first reported a position in COWG in Q3 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,001 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $33.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 991 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $34.7K.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4083 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q3 2025 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.