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

Mount Yale Investment 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
Q2 		$281K Buy
+6,990
New +$260K 0.01% 1002
2025
Q3 		– Sell
-3,939
Closed -$138K – 854
2025
Q2 		$138K Buy
+3,939
New +$129K 0.01% 604

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 22.9% 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

Mount Yale Investment Advisors's COWG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2026: 6,990 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in COWG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in COWG in Q2 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

  • Mount Yale Investment Advisors held 6,990 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $281K as of Q2 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1002 holding.
  • Mount Yale Investment Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.