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Howard Financial Services’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Howard Financial Services’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
Q1 		– Sell
-7,512
Closed -$270K – 146
2022
Q4 		$270K Sell
7,512
-69
-0.9% -$2.45K 0.07% 108
2022
Q3 		$237K Buy
+7,581
New +$265K 0.08% 108

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BFG
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DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Howard Financial Services's BUL Position: Q1 2023 in Review

Howard Financial Services sold out of Pacer US Cash Cows Growth ETF (BUL) in Q1 2023, closing a stake of 7,512 shares — an estimated $270K sold.

Howard Financial Services first reported a position in BUL in Q3 2022 and held it in 2 quarters. The position peaked at $270K in Q4 2022. 26 funds tracked by Wall St. Rank hold BUL as of Q1 2023.

  • Howard Financial Services reported no remaining Pacer US Cash Cows Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Howard Financial Services sold 7,512 Pacer US Cash Cows Growth ETF shares in Q1 2023, an estimated $270K.
  • Howard Financial Services first reported a position in Pacer US Cash Cows Growth ETF in Q3 2022 and held it in 2 quarters.
  • Howard Financial Services's Pacer US Cash Cows Growth ETF position peaked at $270K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2023.

Based on Howard Financial Services's 13F filing for Q1 2023, filed 5 Apr 2023.