Independent Financial Group’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Independent Financial Group’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	$266K	Sell	4,515 -250	-5%	-$14.5K	0.01%	1315
2026 Q1	$258K	Sell	4,765 -205	-4%	-$11.5K	0.01%	1236
2025 Q4	$274K	Hold	4,970	–	–	0.01%	1194
2025 Q3	$260K	Hold	4,970	–	–	0.01%	1152
2025 Q2	$245K	Hold	4,970	–	–	0.01%	1121
2025 Q1	$218K	Sell	4,970 -299	-6%	-$14K	0.01%	1080
2024 Q4	$244K	Sell	5,269 -819	-13%	-$39.1K	0.01%	985
2024 Q3	$281K	Buy	6,088 +102	+2%	+$4.47K	0.01%	903
2024 Q2	$254K	Buy	5,986 +223	+4%	+$9.34K	0.01%	909
2024 Q1	$245K	Buy	5,763 +13	+0.2%	+$501	0.01%	879
2023 Q4	$210K	Hold	5,750	–	–	0.01%	873
2023 Q3	$206K	Buy	+5,750	New	+$207K	0.01%	822

Other funds holding BUL

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's BUL Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer US Cash Cows Growth ETF (BUL) stake by 5.2% in Q2 2026, selling an estimated $14.5K and leaving 4,515 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1315.

Independent Financial Group first reported a position in BUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $281K in Q3 2024. 52 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

Independent Financial Group held 4,515 shares of Pacer US Cash Cows Growth ETF worth $266K as of Q2 2026.
Independent Financial Group sold 250 Pacer US Cash Cows Growth ETF shares in Q2 2026, an estimated $14.5K.
Pacer US Cash Cows Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1315 holding.
Independent Financial Group first reported a position in Pacer US Cash Cows Growth ETF in Q3 2023 and has held it in 12 quarters since.
Independent Financial Group's Pacer US Cash Cows Growth ETF position peaked at $281K in Q3 2024.
52 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.