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D.A. Davidson & Co’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

D.A. Davidson & Co’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
2023
Q4 		– Sell
-50,770
Closed -$1.82M – 1370
2023
Q3 		$1.82M Sell
50,770
-61,140
-55% -$2.2M 0.02% 502
2023
Q2 		$3.86M Sell
111,910
-5,052
-4% -$173K 0.04% 320
2023
Q1 		$4.05M Sell
116,962
-27,565
-19% -$976K 0.05% 296
2022
Q4 		$5.2M Buy
+144,527
New +$5.13M 0.06% 241

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

D.A. Davidson & Co's BUL Position: Q4 2023 in Review

D.A. Davidson & Co sold out of Pacer US Cash Cows Growth ETF (BUL) in Q4 2023, closing a stake of 50,770 shares — an estimated $1.82M sold.

D.A. Davidson & Co first reported a position in BUL in Q4 2022 and held it in 4 quarters. The position peaked at $5.2M in Q4 2022. 26 funds tracked by Wall St. Rank hold BUL as of Q4 2023.

  • D.A. Davidson & Co reported no remaining Pacer US Cash Cows Growth ETF position as of Q4 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 50,770 Pacer US Cash Cows Growth ETF shares in Q4 2023, an estimated $1.82M.
  • D.A. Davidson & Co first reported a position in Pacer US Cash Cows Growth ETF in Q4 2022 and held it in 4 quarters.
  • D.A. Davidson & Co's Pacer US Cash Cows Growth ETF position peaked at $5.2M in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q4 2023.

Based on D.A. Davidson & Co's 13F filing for Q4 2023, filed 9 Feb 2024.