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

Copia Wealth Management’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	$787K	Sell	19,613 -1,545	-7%	-$57.5K	0.47%	50
2026 Q1	$714K	Sell	21,158 -21,428	-50%	-$751K	0.49%	53
2025 Q4	$1.5M	Buy	42,586 +1,198	+3%	+$42.6K	1.07%	25
2025 Q3	$1.5M	Buy	41,388 +5,626	+16%	+$199K	1.12%	26
2025 Q2	$1.26M	Buy	35,762 +8,823	+33%	+$290K	1.06%	25
2025 Q1	$829K	Buy	26,939 +11,401	+73%	+$377K	0.77%	33
2024 Q4	$498K	Buy	+15,538	New	+$491K	0.47%	45

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

Copia Wealth Management's COWG Position: Q2 2026 in Review

Copia Wealth Management reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 7.3% in Q2 2026, selling an estimated $57.5K and leaving 19,613 shares worth $787K. The position accounts for 0.47% of the portfolio, ranked #50.

Copia Wealth Management first reported a position in COWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q3 2025. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Copia Wealth Management held 19,613 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $787K as of Q2 2026.
Copia Wealth Management sold 1,545 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $57.5K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.47% of Copia Wealth Management's portfolio in Q2 2026, its #50 holding.
Copia Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $1.5M in Q3 2025.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.