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

Perissos Private 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
Q2 		– Sell
-56,707
Closed -$1.75M – 73
2025
Q1 		$1.75M Buy
+56,707
New +$1.87M 1.59% 20

Other funds holding COWG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
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
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

Perissos Private Wealth Management's COWG Position: Q2 2025 in Review

Perissos Private Wealth Management sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2025, closing a stake of 56,707 shares — an estimated $1.75M sold.

Perissos Private Wealth Management first reported a position in COWG in Q1 2025 and held it in 1 quarter. The position peaked at $1.75M in Q1 2025. 201 funds tracked by Wall St. Rank hold COWG as of Q2 2025.

  • Perissos Private Wealth Management reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q2 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 56,707 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2025, an estimated $1.75M.
  • Perissos Private Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and held it in 1 quarter.
  • Perissos Private Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $1.75M in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2025.

Based on Perissos Private Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.