Blue Bell Private Wealth Management’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Blue Bell Private Wealth Management’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
2026 Q1	$8.27K	Hold	153	–	–	﹤0.01%	583
2025 Q4	$8.43K	Sell	153 -10	-6%	-$536	﹤0.01%	575
2025 Q3	$8.53K	Hold	163	–	–	﹤0.01%	558
2025 Q2	$8.03K	Hold	163	–	–	﹤0.01%	546
2025 Q1	$7.16K	Hold	163	–	–	﹤0.01%	540
2024 Q4	$7.56K	Hold	163	–	–	﹤0.01%	521
2024 Q3	$7.51K	Hold	163	–	–	﹤0.01%	543
2024 Q2	$6.92K	Hold	163	–	–	﹤0.01%	549
2024 Q1	$6.92K	Hold	163	–	–	﹤0.01%	548
2023 Q4	$5.95K	Sell	163 -387	-70%	-$13.7K	﹤0.01%	546
2023 Q3	$19.7K	Hold	550	–	–	0.01%	363
2023 Q2	$18.9K	Buy	550 +12	+2%	+$410	0.01%	359
2023 Q1	$18.6K	Buy	538 +13	+2%	+$460	0.01%	326
2022 Q4	$18.9K	Buy	+525	New	+$18.6K	0.01%	319

Other funds holding BUL

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

BWM

BNB Wealth Management Silver Spring, Maryland $156M AUM

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Blue Bell Private Wealth Management's BUL Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Pacer US Cash Cows Growth ETF (BUL) position steady in Q1 2026 at 153 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Blue Bell Private Wealth Management first reported a position in BUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $19.7K in Q3 2023. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

Blue Bell Private Wealth Management held 153 shares of Pacer US Cash Cows Growth ETF worth $8.27K as of Q1 2026.
Blue Bell Private Wealth Management left its Pacer US Cash Cows Growth ETF share count unchanged in Q1 2026.
Pacer US Cash Cows Growth ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #583 holding.
Blue Bell Private Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2022 and has held it in 14 quarters since.
Blue Bell Private Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $19.7K in Q3 2023.
51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.