Convergence Financial’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Convergence Financial’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	–	Sell	-7,986	Closed	-$269K	–	278
2026 Q1	$269K	Hold	7,986	–	–	0.03%	191
2025 Q4	$281K	Buy	7,986 +358	+5%	+$12.7K	0.04%	164
2025 Q3	$277K	Buy	+7,628	New	+$270K	0.04%	165

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

Convergence Financial's COWG Position: Q2 2026 in Review

Convergence Financial sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2026, closing a stake of 7,986 shares — an estimated $269K sold.

Convergence Financial first reported a position in COWG in Q3 2025 and held it in 3 quarters. The position peaked at $281K in Q4 2025. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Convergence Financial reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q2 2026 after selling out during the quarter.
Convergence Financial sold 7,986 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $269K.
Convergence Financial first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q3 2025 and held it in 3 quarters.
Convergence Financial's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $281K in Q4 2025.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.