Patriot Financial Group Insurance Agency’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Patriot Financial Group Insurance Agency’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	$239K	Buy	+5,953	New	+$222K	0.02%	442
2026 Q1	–	Sell	-95,793	Closed	-$3.37M	–	707
2025 Q4	$3.37M	Sell	95,793 -22,714	-19%	-$807K	0.4%	66
2025 Q3	$4.3M	Buy	118,507 +18,680	+19%	+$660K	0.55%	47
2025 Q2	$3.5M	Buy	+99,827	New	+$3.28M	0.4%	61

Other funds holding COWG

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COWG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency opened a new position in Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2026: 5,953 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Patriot Financial Group Insurance Agency previously reported a position in COWG as recently as Q4 2025.

Patriot Financial Group Insurance Agency first reported a position in COWG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.3M in Q3 2025. 145 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Patriot Financial Group Insurance Agency held 5,953 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $239K as of Q2 2026.
Pacer US Large Cap Cash Cows Growth Leaders ETF was a new Patriot Financial Group Insurance Agency position in Q2 2026.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #442 holding.
Patriot Financial Group Insurance Agency first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and has held it in 4 quarters since.
Patriot Financial Group Insurance Agency's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $4.3M in Q3 2025.
145 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.