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

Concord Wealth 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 Q1	–	Sell	-143	Closed	-$5.04K	–	310
2025 Q4	$5.04K	Hold	143	–	–	﹤0.01%	622
2025 Q3	$5.2K	Hold	143	–	–	﹤0.01%	616
2025 Q2	$5.02K	Hold	143	–	–	﹤0.01%	632
2025 Q1	$4.4K	Buy	+143	New	+$4.72K	﹤0.01%	601

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Concord Wealth Partners's COWG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q1 2026, closing a stake of 143 shares — an estimated $5.04K sold.

Concord Wealth Partners first reported a position in COWG in Q1 2025 and held it in 4 quarters. The position peaked at $5.2K in Q3 2025. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

Concord Wealth Partners reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 143 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $5.04K.
Concord Wealth Partners first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 4 quarters.
Concord Wealth Partners's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $5.2K in Q3 2025.
237 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.