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

Waverly 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	$3.69M	Sell	91,940 -3,336	-4%	-$124K	0.02%	532
2026 Q1	$3.21M	Buy	95,276 +36,268	+61%	+$1.27M	0.02%	528
2025 Q4	$2.08M	Buy	59,008 +27,591	+88%	+$981K	0.02%	593
2025 Q3	$1.14M	Buy	31,417 +17,532	+126%	+$620K	0.01%	608
2025 Q2	$488K	Buy	+13,885	New	+$456K	0.01%	808

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

Waverly Advisors's COWG Position: Q2 2026 in Review

Waverly Advisors reduced its Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) stake by 3.5% in Q2 2026, selling an estimated $124K and leaving 91,940 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #532.

Waverly Advisors first reported a position in COWG in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold COWG as of Q2 2026.

Waverly Advisors held 91,940 shares of Pacer US Large Cap Cash Cows Growth Leaders ETF worth $3.69M as of Q2 2026.
Waverly Advisors sold 3,336 Pacer US Large Cap Cash Cows Growth Leaders ETF shares in Q2 2026, an estimated $124K.
Pacer US Large Cap Cash Cows Growth Leaders ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #532 holding.
Waverly Advisors first reported a position in Pacer US Large Cap Cash Cows Growth Leaders ETF in Q2 2025 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held Pacer US Large Cap Cash Cows Growth Leaders ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.