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Integrated Wealth Concepts’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Integrated Wealth Concepts’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 		$370K Buy
6,270
+1,134
+22% +$65.6K ﹤0.01% 1857
2026
Q1 		$278K Buy
+5,136
New +$288K ﹤0.01% 1909

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Wealth Concepts's BUL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Pacer US Cash Cows Growth ETF (BUL) stake by 22% in Q2 2026, buying an estimated $65.6K and bringing the position to 6,270 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Integrated Wealth Concepts first reported a position in BUL in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

  • Integrated Wealth Concepts held 6,270 shares of Pacer US Cash Cows Growth ETF worth $370K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,134 Pacer US Cash Cows Growth ETF shares in Q2 2026, an estimated $65.6K.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1857 holding.
  • Integrated Wealth Concepts first reported a position in Pacer US Cash Cows Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.