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

Cornerstone Planning Group’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	$2.68K	Hold	71	–	–	﹤0.01%	1243
2026 Q1	$2.63K	Hold	71	–	–	﹤0.01%	1244
2025 Q4	$2.6K	Buy	71 +53	+294%	+$1.88K	﹤0.01%	1134
2025 Q3	$383	Sell	18 -53	-75%	-$1.87K	﹤0.01%	1539
2025 Q2	$2.47K	Buy	+71	New	+$2.33K	﹤0.01%	882

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

Cornerstone Planning Group's COWG Position: Q2 2026 in Review

Cornerstone Planning Group held its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) position steady in Q2 2026 at 71 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Cornerstone Planning Group first reported a position in COWG in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Cornerstone Planning Group held 71 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $2.68K as of Q2 2026.
Cornerstone Planning Group left its Pacer US Large Cap Cash Cows Growth Leaders ETF share count unchanged in Q2 2026.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1243 holding.
Cornerstone Planning Group first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.