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Barber Financial Group’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Barber Financial Group’s Portfolio BUL Stock Details BUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$6.55M Buy
189,143
+87,543
+86% +$3.1M 1.15% 14
2022
Q4 		$3.66M Buy
101,600
+57,222
+129% +$2.03M 1.01% 20
2022
Q3 		$1.39M Buy
44,378
+35,557
+403% +$1.24M 0.4% 32
2022
Q2 		$288K Buy
+8,821
New +$315K 0.05% 112

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Barber Financial Group's BUL Position: Q1 2023 in Review

Barber Financial Group increased its Pacer US Cash Cows Growth ETF (BUL) stake by 86% in Q1 2023, buying an estimated $3.1M and bringing the position to 189,143 shares worth $6.55M. The position accounts for 1.15% of the portfolio, ranked #14.

Barber Financial Group first reported a position in BUL in Q2 2022 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold BUL as of Q1 2023.

  • Barber Financial Group held 189,143 shares of Pacer US Cash Cows Growth ETF worth $6.55M as of Q1 2023.
  • Barber Financial Group bought 87,543 Pacer US Cash Cows Growth ETF shares in Q1 2023, an estimated $3.1M.
  • Pacer US Cash Cows Growth ETF made up 1.15% of Barber Financial Group's portfolio in Q1 2023, its #14 holding.
  • Barber Financial Group first reported a position in Pacer US Cash Cows Growth ETF in Q2 2022 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.