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
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 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

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

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's COWG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q3 2025, closing a stake of 3,939 shares — an estimated $138K sold.

Mount Yale Investment Advisors first reported a position in COWG in Q2 2025 and held it in 1 quarter. The position peaked at $138K in Q2 2025. 225 funds tracked by Wall St. Rank hold COWG as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,939 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2025, an estimated $138K.
Mount Yale Investment Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $138K in Q2 2025.
225 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.