Schwarz Dygos Wheeler Investment Advisors’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$1.34M	Buy	33,457 +5,066	+18%	+$189K	0.26%	63
2026 Q1	$958K	Buy	28,391 +5,731	+25%	+$201K	0.2%	77
2025 Q4	$798K	Buy	22,660 +100	+0.4%	+$3.55K	0.16%	89
2025 Q3	$819K	Buy	22,560 +2,910	+15%	+$103K	0.17%	88
2025 Q2	$690K	Buy	19,650 +850	+5%	+$27.9K	0.16%	94
2025 Q1	$579K	Buy	18,800 +3,150	+20%	+$104K	0.14%	102
2024 Q4	$501K	Buy	+15,650	New	+$494K	0.12%	104

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

Schwarz Dygos Wheeler Investment Advisors's COWG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 18% in Q2 2026, buying an estimated $189K and bringing the position to 33,457 shares worth $1.34M. The position accounts for 0.26% of the portfolio, ranked #63.

Schwarz Dygos Wheeler Investment Advisors first reported a position in COWG in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 33,457 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $1.34M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 5,066 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $189K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.26% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #63 holding.
Schwarz Dygos Wheeler Investment Advisors 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.
145 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.