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

Financial Advocates Investment 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
2025
Q3 		$284K Sell
7,810
-52,307
-87% -$1.85M 0.16% 89
2025
Q2 		$2.11M Buy
60,117
+2,971
+5% +$97.5K 0.17% 121
2025
Q1 		$1.76M Buy
+57,146
New +$1.89M 0.12% 184

Other funds holding COWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's COWG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 87% in Q3 2025, selling an estimated $1.85M and leaving 7,810 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #89.

Financial Advocates Investment Management first reported a position in COWG in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q2 2025. 225 funds tracked by Wall St. Rank hold COWG as of Q3 2025.

  • Financial Advocates Investment Management held 7,810 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $284K as of Q3 2025.
  • Financial Advocates Investment Management sold 52,307 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2025, an estimated $1.85M.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.16% of Financial Advocates Investment Management's portfolio in Q3 2025, its #89 holding.
  • Financial Advocates Investment Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and has held it in 3 quarters since.
  • Financial Advocates Investment Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $2.11M in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.