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
Q2 		$15.5M Sell
262,743
-13,479
-5% -$780K ﹤0.01% 1753
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 $39.3B AUM 27.96% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial's BUL Position: Q2 2026 in Review

LPL Financial reduced its Pacer US Cash Cows Growth ETF (BUL) stake by 4.9% in Q2 2026, selling an estimated $780K and leaving 262,743 shares worth $15.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

LPL Financial first reported a position in BUL in Q1 2023 and has held it in 14 quarters since. 52 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

  • LPL Financial held 262,743 shares of Pacer US Cash Cows Growth ETF worth $15.5M as of Q2 2026.
  • LPL Financial sold 13,479 Pacer US Cash Cows Growth ETF shares in Q2 2026, an estimated $780K.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1753 holding.
  • LPL Financial first reported a position in Pacer US Cash Cows Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 52 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.