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

Kerr Financial Planning’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	$199K	Sell	4,950 -250	-5%	-$9.31K	0.22%	84
2026 Q1	$186K	Sell	5,200 -750	-13%	-$26.3K	0.13%	81
2025 Q4	$203K	Hold	5,950	–	–	0.27%	80
2025 Q3	$206K	Buy	+5,950	New	+$210K	0.29%	73

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

Kerr Financial Planning's COWG Position: Q2 2026 in Review

Kerr Financial Planning reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 4.8% in Q2 2026, selling an estimated $9.31K and leaving 4,950 shares worth $199K. The position accounts for 0.22% of the portfolio, ranked #84.

Kerr Financial Planning first reported a position in COWG in Q3 2025 and has held it in 4 quarters since. The position peaked at $206K in Q3 2025. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Kerr Financial Planning held 4,950 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $199K as of Q2 2026.
Kerr Financial Planning sold 250 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $9.31K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.22% of Kerr Financial Planning's portfolio in Q2 2026, its #84 holding.
Kerr Financial Planning first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $206K 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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.