MWM
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Modern Wealth Management’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Modern Wealth Management’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 		$1.54M Buy
+38,254
New +$1.42M 0.02% 427
2026
Q1 		– Sell
-7,131
Closed -$251K – 895
2025
Q4 		$251K Buy
+7,131
New +$253K ﹤0.01% 739

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Modern Wealth Management's COWG Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2026: 38,254 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #427 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in COWG as recently as Q4 2025.

Modern Wealth Management first reported a position in COWG in Q4 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

  • Modern Wealth Management held 38,254 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $1.54M as of Q2 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF was a new Modern Wealth Management position in Q2 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Modern Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.