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

IVC Wealth Advisors’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
Q4 		– Sell
-7,500
Closed -$272K – 180
2025
Q3 		$272K Sell
7,500
-1,100
-13% -$38.9K 0.12% 147
2025
Q2 		$302K Buy
8,600
+1,600
+23% +$52.5K 0.15% 124
2025
Q1 		$216K Buy
+7,000
New +$231K 0.12% 149

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IVC Wealth Advisors's COWG Position: Q4 2025 in Review

IVC Wealth Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q4 2025, closing a stake of 7,500 shares — an estimated $272K sold.

IVC Wealth Advisors first reported a position in COWG in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q2 2025. 241 funds tracked by Wall St. Rank hold COWG as of Q4 2025.

  • IVC Wealth Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q4 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 7,500 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q4 2025, an estimated $272K.
  • IVC Wealth Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 3 quarters.
  • IVC Wealth Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $302K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.