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Cornerstone Wealth Management’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Cornerstone 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
2025
Q3 		– Sell
-10,149
Closed -$500K – 680
2025
Q2 		$500K Sell
10,149
-30
-0.3% -$1.37K 0.03% 394
2025
Q1 		$447K Sell
10,179
-470
-4% -$22K 0.03% 388
2024
Q4 		$494K Sell
10,649
-21
-0.2% -$1K 0.03% 356
2024
Q3 		$492K Sell
10,670
-99
-0.9% -$4.34K 0.03% 354
2024
Q2 		$457K Sell
10,769
-174
-2% -$7.29K 0.04% 347
2024
Q1 		$465K Sell
10,943
-45
-0.4% -$1.74K 0.04% 340
2023
Q4 		$401K Buy
+10,988
New +$388K 0.03% 363

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MWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Wealth Management's BUL Position: Q3 2025 in Review

Cornerstone Wealth Management sold out of Pacer US Cash Cows Growth ETF (BUL) in Q3 2025, closing a stake of 10,149 shares — an estimated $500K sold.

Cornerstone Wealth Management first reported a position in BUL in Q4 2023 and held it in 7 quarters. The position peaked at $500K in Q2 2025. 41 funds tracked by Wall St. Rank hold BUL as of Q3 2025.

  • Cornerstone Wealth Management reported no remaining Pacer US Cash Cows Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,149 Pacer US Cash Cows Growth ETF shares in Q3 2025, an estimated $500K.
  • Cornerstone Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2023 and held it in 7 quarters.
  • Cornerstone Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $500K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q3 2025.

Based on Cornerstone Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.