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

Wealth Management Associates’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 Q1	–	Sell	-7,200	Closed	-$254K	–	239
2025 Q4	$254K	Hold	7,200	–	–	0.09%	196
2025 Q3	$261K	Hold	7,200	–	–	0.09%	189
2025 Q2	$253K	Buy	7,200 +400	+6%	+$13.1K	0.1%	184
2025 Q1	$209K	Hold	6,800	–	–	0.09%	196
2024 Q4	$218K	Buy	+6,800	New	+$215K	0.09%	190
2024 Q3	–	Sell	-12,500	Closed	-$339K	–	211
2024 Q2	$339K	Hold	12,500	–	–	0.16%	127
2024 Q1	$339K	Buy	12,500 +2,900	+30%	+$72.2K	0.16%	127
2023 Q4	$229K	Sell	9,600 -550	-5%	-$12.2K	0.12%	172
2023 Q3	$217K	Buy	+10,150	New	+$222K	0.13%	168

Other funds holding COWG

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Jones Financial Companies

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

Cetera Investment Advisers

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

MML Investors Services

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return