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

CreativeOne Wealth’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 		– Sell
-3,724
Closed -$205K – 1186
2025
Q4 		$205K Sell
3,724
-752
-17% -$40.3K 0.01% 1116
2025
Q3 		$234K Sell
4,476
-317
-7% -$16.5K 0.01% 1048
2025
Q2 		$236K Sell
4,793
-7,640
-61% -$350K 0.01% 1008
2025
Q1 		$546K Sell
12,433
-258
-2% -$12.1K 0.02% 660
2024
Q4 		$588K Buy
+12,691
New +$605K 0.02% 645

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BWM
BNB Wealth Management Silver Spring, Maryland $156M AUM
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CreativeOne Wealth's BUL Position: Q1 2026 in Review

CreativeOne Wealth sold out of Pacer US Cash Cows Growth ETF (BUL) in Q1 2026, closing a stake of 3,724 shares — an estimated $205K sold.

CreativeOne Wealth first reported a position in BUL in Q4 2024 and held it in 5 quarters. The position peaked at $588K in Q4 2024. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

  • CreativeOne Wealth reported no remaining Pacer US Cash Cows Growth ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,724 Pacer US Cash Cows Growth ETF shares in Q1 2026, an estimated $205K.
  • CreativeOne Wealth first reported a position in Pacer US Cash Cows Growth ETF in Q4 2024 and held it in 5 quarters.
  • CreativeOne Wealth's Pacer US Cash Cows Growth ETF position peaked at $588K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.