Summit Wealth Partners’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

Summit Wealth Partners’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	–	Sell	-14,814	Closed	-$500K	–	284
2026 Q1	$500K	Sell	14,814 -5,282	-26%	-$185K	0.08%	163
2025 Q4	$708K	Buy	20,096 +285	+1%	+$10.1K	0.13%	103
2025 Q3	$719K	Buy	19,811 +8,100	+69%	+$286K	0.13%	106
2025 Q2	$411K	Buy	+11,711	New	+$384K	0.08%	148

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

Summit Wealth Partners's COWG Position: Q2 2026 in Review

Summit Wealth Partners sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q2 2026, closing a stake of 14,814 shares — an estimated $500K sold.

Summit Wealth Partners first reported a position in COWG in Q2 2025 and held it in 4 quarters. The position peaked at $719K in Q3 2025. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Summit Wealth Partners reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q2 2026 after selling out during the quarter.
Summit Wealth Partners sold 14,814 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $500K.
Summit Wealth Partners first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and held it in 4 quarters.
Summit Wealth Partners's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $719K 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 Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.