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

Dogwood 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
2026
Q2 		– Hold
0
– – – 850
2026
Q1 		– Hold
0
– – – 855
2025
Q4 		– Hold
0
– – – 737
2025
Q2 		– Sell
-1,003
Closed -$44.1K – 701
2025
Q1 		$44.1K Buy
1,003
+113
+13% +$5.29K 0.02% 125
2024
Q4 		$41.3K Buy
+890
New +$42.4K 0.02% 130

Other funds holding BUL

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Dogwood Wealth Management's BUL Position: Q2 2026 in Review

Dogwood Wealth Management held its Pacer US Cash Cows Growth ETF (BUL) position steady in Q2 2026 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Dogwood Wealth Management first reported a position in BUL in Q4 2024 and has held it in 2 quarters since. The position peaked at $44.1K in Q1 2025. 12 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

  • Dogwood Wealth Management held 0 shares of Pacer US Cash Cows Growth ETF worth $19 as of Q2 2026.
  • Dogwood Wealth Management left its Pacer US Cash Cows Growth ETF share count unchanged in Q2 2026.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Dogwood Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $44.1K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.