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

LPL Financial’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 		$14.9M Buy
276,222
+38,067
+16% +$2.13M ﹤0.01% 1687
2025
Q4 		$13.1M Buy
238,155
+33,442
+16% +$1.79M ﹤0.01% 1710
2025
Q3 		$10.7M Buy
204,713
+94,350
+85% +$4.91M ﹤0.01% 1806
2025
Q2 		$5.44M Sell
110,363
-42,515
-28% -$1.95M ﹤0.01% 2233
2025
Q1 		$6.72M Sell
152,878
-3,042
-2% -$143K ﹤0.01% 1904
2024
Q4 		$7.23M Buy
155,920
+22,029
+16% +$1.05M ﹤0.01% 1782
2024
Q3 		$6.17M Buy
133,891
+9,731
+8% +$427K ﹤0.01% 1812
2024
Q2 		$5.27M Buy
124,160
+88,733
+250% +$3.72M ﹤0.01% 1803
2024
Q1 		$1.5M Buy
35,427
+10,121
+40% +$390K ﹤0.01% 2800
2023
Q4 		$924K Buy
25,306
+3,393
+15% +$120K ﹤0.01% 3110
2023
Q3 		$784K Sell
21,913
-22
-0.1% -$793 ﹤0.01% 3110
2023
Q2 		$756K Buy
21,935
+14,403
+191% +$493K ﹤0.01% 3098
2023
Q1 		$261K Buy
+7,532
New +$267K ﹤0.01% 3849

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BWM
BNB Wealth Management Silver Spring, Maryland $156M AUM
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's BUL Position: Q1 2026 in Review

LPL Financial increased its Pacer US Cash Cows Growth ETF (BUL) stake by 16% in Q1 2026, buying an estimated $2.13M and bringing the position to 276,222 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

LPL Financial first reported a position in BUL in Q1 2023 and has held it in 13 quarters since. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

  • LPL Financial held 276,222 shares of Pacer US Cash Cows Growth ETF worth $14.9M as of Q1 2026.
  • LPL Financial bought 38,067 Pacer US Cash Cows Growth ETF shares in Q1 2026, an estimated $2.13M.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1687 holding.
  • LPL Financial first reported a position in Pacer US Cash Cows Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.