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

Kingswood 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
2026
Q1 		– Sell
-9,790
Closed -$345K – 937
2025
Q4 		$345K Sell
9,790
-5,171
-35% -$184K 0.02% 634
2025
Q3 		$543K Buy
14,961
+8,356
+127% +$295K 0.03% 460
2025
Q2 		$232K Buy
+6,605
New +$217K 0.02% 654

Other funds holding COWG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kingswood Wealth Advisors's COWG Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q1 2026, closing a stake of 9,790 shares — an estimated $345K sold.

Kingswood Wealth Advisors first reported a position in COWG in Q2 2025 and held it in 3 quarters. The position peaked at $543K in Q3 2025. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 9,790 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $345K.
  • Kingswood Wealth Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $543K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.