Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$799K Buy
13,094
+3,204
+32% +$199K 0.02% 520
2026
Q2 		$583K Buy
9,890
+1,008
+11% +$58.3K 0.02% 545
2026
Q1 		$480K Buy
8,882
+1,898
+27% +$106K 0.02% 546
2025
Q4 		$385K Buy
6,984
+734
+12% +$39.4K 0.01% 563
2025
Q3 		$327K Buy
6,250
+768
+14% +$40K 0.01% 615
2025
Q2 		$270K Buy
+5,482
New +$251K 0.01% 629

Other funds holding BUL

LPL Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
WBI Investments
WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Northbridge Financial Group
Northbridge Financial Group Tampa, Florida $289M AUM 23.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Gladstone Institutional Advisory's BUL Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Pacer US Cash Cows Growth ETF (BUL) stake by 32% in Q3 2026, buying an estimated $199K and bringing the position to 13,094 shares worth $799K. The position accounts for 0.02% of the portfolio, ranked #520.

Gladstone Institutional Advisory first reported a position in BUL in Q2 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold BUL as of Q3 2026.

  • Gladstone Institutional Advisory held 13,094 shares of Pacer US Cash Cows Growth ETF worth $799K as of Q3 2026.
  • Gladstone Institutional Advisory bought 3,204 Pacer US Cash Cows Growth ETF shares in Q3 2026, an estimated $199K.
  • Pacer US Cash Cows Growth ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #520 holding.
  • Gladstone Institutional Advisory first reported a position in Pacer US Cash Cows Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.