TrueWealth Advisors’s Pacer US Large Cap Cash Cows Growth Leaders ETF COWG Stock Holding History

TrueWealth 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 Q3	$325K	Sell	8,151 -949	-10%	-$37.1K	0.07%	193
2026 Q2	$365K	Sell	9,100 -4,283	-32%	-$159K	0.08%	176
2026 Q1	$452K	Sell	13,383 -13,496	-50%	-$473K	0.11%	151
2025 Q4	$946K	Sell	26,879 -7,656	-22%	-$272K	0.25%	73
2025 Q3	$1.25M	Buy	34,535 +1,104	+3%	+$39K	0.34%	60
2025 Q2	$1.17M	Buy	33,431 +7,669	+30%	+$252K	0.35%	59
2025 Q1	$793K	Buy	+25,762	New	+$851K	0.26%	75

Other funds holding COWG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's COWG Position: Q3 2026 in Review

TrueWealth Advisors reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 10% in Q3 2026, selling an estimated $37.1K and leaving 8,151 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #193.

TrueWealth Advisors first reported a position in COWG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 130 funds tracked by Wall St. Rank hold COWG as of Q3 2026.

TrueWealth Advisors held 8,151 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $325K as of Q3 2026.
TrueWealth Advisors sold 949 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q3 2026, an estimated $37.1K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.07% of TrueWealth Advisors's portfolio in Q3 2026, its #193 holding.
TrueWealth Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q1 2025 and has held it in 7 quarters since.
TrueWealth Advisors's Pacer US Large Cap Cash Cows Growth Leaders ETF position peaked at $1.25M in Q3 2025.
130 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.