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

Consolidated Planning Corp’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	-99,278	Closed	-$3.5M	–	156
2025 Q4	$3.5M	Buy	99,278 +92	+0.1%	+$3.27K	0.35%	76
2025 Q3	$3.6M	Sell	99,186 -806	-0.8%	-$28.5K	0.38%	79
2025 Q2	$3.51M	Sell	99,992 -1,780	-2%	-$58.4K	0.44%	77
2025 Q1	$3.13M	Buy	+101,772	New	+$3.36M	0.43%	74

Other funds holding COWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Consolidated Planning Corp's COWG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q1 2026, closing a stake of 99,278 shares — an estimated $3.5M sold.

Consolidated Planning Corp first reported a position in COWG in Q1 2025 and held it in 4 quarters. The position peaked at $3.6M in Q3 2025. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

Consolidated Planning Corp reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 99,278 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $3.5M.
Consolidated Planning Corp first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 4 quarters.
Consolidated Planning Corp's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $3.6M 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 Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.