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

Napa 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
2025 Q1	–	Sell	-34,617	Closed	-$1.11M	–	166
2024 Q4	$1.11M	Buy	+34,617	New	+$1.09M	0.48%	52
2024 Q1	–	Sell	-33,984	Closed	-$810K	–	79
2023 Q4	$810K	Buy	+33,984	New	+$755K	0.44%	51

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return

Napa Wealth Management's COWG Position: Q1 2025 in Review

Napa Wealth Management sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q1 2025, closing a stake of 34,617 shares — an estimated $1.11M sold.

Napa Wealth Management first reported a position in COWG in Q4 2023 and held it in 2 quarters. The position peaked at $1.11M in Q4 2024. 160 funds tracked by Wall St. Rank hold COWG as of Q1 2025.

Napa Wealth Management reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 34,617 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q1 2025, an estimated $1.11M.
Napa Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2023 and held it in 2 quarters.
Napa Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $1.11M in Q4 2024.
160 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.