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

Iams 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
2025
Q3 		– Sell
-6,701
Closed -$235K – 186
2025
Q2 		$235K Buy
+6,701
New +$220K 0.11% 153

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 $377B AUM 19.32% 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 $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iams Wealth Management's COWG Position: Q3 2025 in Review

Iams Wealth Management sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q3 2025, closing a stake of 6,701 shares — an estimated $235K sold.

Iams Wealth Management first reported a position in COWG in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 225 funds tracked by Wall St. Rank hold COWG as of Q3 2025.

  • Iams Wealth Management reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Iams Wealth Management sold 6,701 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2025, an estimated $235K.
  • Iams Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and held it in 1 quarter.
  • Iams Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $235K 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 Iams Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.