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

Private Client Services’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	$1.46M	Sell	36,304 -6,728	-16%	-$250K	0.38%	58
2026 Q1	$1.45M	Sell	43,032 -88,629	-67%	-$3.11M	0.43%	55
2025 Q4	$4.64M	Sell	131,661 -13,253	-9%	-$471K	1.45%	16
2025 Q3	$5.26M	Buy	144,914 +126,914	+705%	+$4.49M	1.76%	14
2025 Q2	$632K	Hold	18,000	–	–	0.25%	86
2025 Q1	$554K	Hold	18,000	–	–	0.27%	78
2024 Q4	$577K	Buy	+18,000	New	+$569K	0.31%	73

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

Private Client Services's COWG Position: Q2 2026 in Review

Private Client Services reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 16% in Q2 2026, selling an estimated $250K and leaving 36,304 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #58.

Private Client Services first reported a position in COWG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.26M in Q3 2025. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Private Client Services held 36,304 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $1.46M as of Q2 2026.
Private Client Services sold 6,728 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $250K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.38% of Private Client Services's portfolio in Q2 2026, its #58 holding.
Private Client Services 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.
Private Client Services's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $5.26M in Q3 2025.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.