Next Level Wealth Planning
COWG icon

Next Level Wealth Planning’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Next Level Wealth Planning’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
Q3 		$1.04K Buy
+26
New +$1.02K ﹤0.01% 488

Other funds holding COWG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Sylvest Advisors
Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Wealth Planning's COWG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q3 2026: 26 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

121 funds tracked by Wall St. Rank hold COWG as of Q3 2026.

  • Next Level Wealth Planning held 26 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $1.04K as of Q3 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Pacer US Large Cap Cash Cows Growth Leaders ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #488 holding.
  • 121 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.