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

Lifeworks 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	-49,430	Closed	-$1.74M	–	304
2025 Q4	$1.74M	Buy	49,430 +2,235	+5%	+$79.4K	0.23%	102
2025 Q3	$1.71M	Sell	47,195 -156	-0.3%	-$5.51K	0.23%	101
2025 Q2	$1.66M	Buy	47,351 +671	+1%	+$22K	0.25%	94
2025 Q1	$1.44M	Buy	+46,680	New	+$1.54M	0.24%	98

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 $43.3B AUM 29.3% 1-Year Est. Return

Lifeworks Advisors's COWG Position: Q1 2026 in Review

Lifeworks Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q1 2026, closing a stake of 49,430 shares — an estimated $1.74M sold.

Lifeworks Advisors first reported a position in COWG in Q1 2025 and held it in 4 quarters. The position peaked at $1.74M in Q4 2025. 237 funds tracked by Wall St. Rank hold COWG as of Q1 2026.

Lifeworks Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 49,430 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2026, an estimated $1.74M.
Lifeworks Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 4 quarters.
Lifeworks Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $1.74M in Q4 2025.
237 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.