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

Pasadena Private Wealth’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 Q1	$417K	Buy	12,353 +22	+0.2%	+$771	0.06%	145
2025 Q4	$434K	Buy	12,331 +405	+3%	+$14.4K	0.06%	144
2025 Q3	$433K	Buy	11,926 +12	+0.1%	+$424	0.06%	130
2025 Q2	$418K	Buy	11,914 +813	+7%	+$26.7K	0.07%	116
2025 Q1	$342K	Sell	11,101 -669	-6%	-$22.1K	0.07%	131
2024 Q4	$377K	Sell	11,770 -1,683	-13%	-$53.2K	0.08%	110
2024 Q3	$387K	Buy	13,453 +11	+0.1%	+$300	0.08%	100
2024 Q2	$365K	Hold	13,442	–	–	0.08%	100
2024 Q1	$350K	Buy	13,442 +37	+0.3%	+$921	0.08%	98
2023 Q4	$320K	Buy	+13,405	New	+$298K	0.08%	106

Other funds holding COWG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors

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