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

TCFG 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 Q4	–	Sell	-10,135	Closed	-$368K	–	271
2025 Q3	$368K	Sell	10,135 -671	-6%	-$23.7K	0.14%	176
2025 Q2	$379K	Buy	10,806 +176	+2%	+$5.78K	0.17%	162
2025 Q1	$327K	Buy	10,630 +230	+2%	+$7.6K	0.16%	157
2024 Q4	$333K	Buy	+10,400	New	+$329K	0.17%	149

Other funds holding COWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCFG Wealth Management's COWG Position: Q4 2025 in Review

TCFG Wealth Management sold out of Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) in Q4 2025, closing a stake of 10,135 shares — an estimated $368K sold.

TCFG Wealth Management first reported a position in COWG in Q4 2024 and held it in 4 quarters. The position peaked at $379K in Q2 2025. 241 funds tracked by Wall St. Rank hold COWG as of Q4 2025.

TCFG Wealth Management reported no remaining Pacer US Large Cap Cash Cows Growth Leaders ETF position as of Q4 2025 after selling out during the quarter.
TCFG Wealth Management sold 10,135 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q4 2025, an estimated $368K.
TCFG Wealth Management first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q4 2024 and held it in 4 quarters.
TCFG Wealth Management's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $379K in Q2 2025.
241 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q4 2025.

Based on TCFG Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.