COMPASS FINANCIAL MANAGEMENT LLC’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$19.1K	Buy	+324	New	+$18.7K	﹤0.01%	906

Other funds holding BUL

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

NFG

Northbridge Financial Group Tampa, Florida $261M AUM

BWM

BNB Wealth Management Silver Spring, Maryland $183M AUM

COMPASS FINANCIAL MANAGEMENT LLC's BUL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer US Cash Cows Growth ETF (BUL) in Q2 2026: 324 shares worth $19.1K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

41 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 324 shares of Pacer US Cash Cows Growth ETF worth $19.1K as of Q2 2026.
Pacer US Cash Cows Growth ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Pacer US Cash Cows Growth ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #906 holding.
41 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.