Capital Asset Advisory Services’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-628	Closed	-$20K	–	374
2022 Q3	$20K	Buy	+628	New	+$22K	﹤0.01%	361

Other funds holding BUL

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's BUL Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of Pacer US Cash Cows Growth ETF (BUL) in Q4 2022, closing a stake of 628 shares — an estimated $20K sold.

Capital Asset Advisory Services first reported a position in BUL in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 25 funds tracked by Wall St. Rank hold BUL as of Q4 2022.

Capital Asset Advisory Services reported no remaining Pacer US Cash Cows Growth ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 628 Pacer US Cash Cows Growth ETF shares in Q4 2022, an estimated $20K.
Capital Asset Advisory Services first reported a position in Pacer US Cash Cows Growth ETF in Q3 2022 and held it in 1 quarter.
Capital Asset Advisory Services's Pacer US Cash Cows Growth ETF position peaked at $20K in Q3 2022.
25 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.