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

Laurel Wealth 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 Q1	$5.84M	Sell	173,119 -3,881	-2%	-$136K	3.08%	13
2025 Q4	$6.23M	Buy	177,000 +3,634	+2%	+$129K	3.45%	10
2025 Q3	$6.29M	Buy	173,366 +518	+0.3%	+$18.3K	3.33%	9
2025 Q2	$6.07M	Buy	172,848 +10,003	+6%	+$328K	3.45%	11
2025 Q1	$5.01M	Buy	162,845 +29,545	+22%	+$976K	3.33%	11
2024 Q4	$4.27M	Buy	+133,300	New	+$4.21M	2.76%	14

Other funds holding COWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laurel Wealth Planning's COWG Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 2.2% in Q1 2026, selling an estimated $136K and leaving 173,119 shares worth $5.84M. The position accounts for 3.08% of the portfolio, ranked #13.

Laurel Wealth Planning first reported a position in COWG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.29M in Q3 2025. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

Laurel Wealth Planning held 173,119 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $5.84M as of Q1 2026.
Laurel Wealth Planning sold 3,881 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $136K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 3.08% of Laurel Wealth Planning's portfolio in Q1 2026, its #13 holding.
Laurel Wealth Planning first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2024 and has held it in 6 quarters since.
Laurel Wealth Planning's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $6.29M 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 Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.