OFC Financial Planning’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

OFC Financial 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 Q2	$1.44M	Buy	35,750 +836	+2%	+$31.1K	1.27%	22
2026 Q1	$1.18M	Sell	34,914 -303	-0.9%	-$10.6K	1.16%	25
2025 Q4	$1.24M	Buy	35,217 +2,420	+7%	+$86K	1.18%	21
2025 Q3	$1.19M	Sell	32,797 -665	-2%	-$23.5K	1.18%	20
2025 Q2	$1.17M	Buy	33,462 +58	+0.2%	+$1.9K	1.25%	19
2025 Q1	$1.03M	Buy	33,404 +1,422	+4%	+$47K	1.16%	20
2024 Q4	$1.02M	Buy	+31,982	New	+$1.01M	1.08%	21

Other funds holding COWG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OFC Financial Planning's COWG Position: Q2 2026 in Review

OFC Financial Planning increased its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 2.4% in Q2 2026, buying an estimated $31.1K and bringing the position to 35,750 shares worth $1.44M. The position accounts for 1.27% of the portfolio, ranked #22.

OFC Financial Planning first reported a position in COWG in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

OFC Financial Planning held 35,750 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $1.44M as of Q2 2026.
OFC Financial Planning bought 836 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $31.1K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 1.27% of OFC Financial Planning's portfolio in Q2 2026, its #22 holding.
OFC Financial Planning first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2024 and has held it in 7 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 OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.