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

Plan Group Financial’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	$13M	Buy	325,050 +50,200	+18%	+$1.87M	2.69%	5
2026 Q1	$9.27M	Buy	274,850 +46,795	+21%	+$1.64M	2.18%	8
2025 Q4	$8.03M	Buy	228,055 +36,882	+19%	+$1.31M	2.08%	7
2025 Q3	$6.94M	Buy	191,173 +69,017	+56%	+$2.44M	1.86%	8
2025 Q2	$4.29M	Buy	122,156 +30,779	+34%	+$1.01M	1.41%	14
2025 Q1	$2.81M	Buy	+91,377	New	+$3.02M	1%	27

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

Plan Group Financial's COWG Position: Q2 2026 in Review

Plan Group Financial increased its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 18% in Q2 2026, buying an estimated $1.87M and bringing the position to 325,050 shares worth $13M. The position accounts for 2.69% of the portfolio, ranked #5.

Plan Group Financial first reported a position in COWG in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Plan Group Financial held 325,050 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $13M as of Q2 2026.
Plan Group Financial bought 50,200 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $1.87M.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 2.69% of Plan Group Financial's portfolio in Q2 2026, its #5 holding.
Plan Group Financial first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and has held it in 6 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 Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.