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 Q1	$278K	Buy	+5,136	New	+$288K	﹤0.01%	1909

Other funds holding BUL

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BWM

BNB Wealth Management Silver Spring, Maryland $156M AUM

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Integrated Wealth Concepts's BUL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer US Cash Cows Growth ETF (BUL) in Q1 2026: 5,136 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings.

51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

Integrated Wealth Concepts held 5,136 shares of Pacer US Cash Cows Growth ETF worth $278K as of Q1 2026.
Pacer US Cash Cows Growth ETF was a new Integrated Wealth Concepts position in Q1 2026.
Pacer US Cash Cows Growth ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1909 holding.
51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.