Modern Wealth Management’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Modern Wealth Management’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	$1.81M	Sell	30,766 -38,656	-56%	-$2.24M	0.02%	405
2026 Q1	$3.8M	Sell	69,422 -36,948	-35%	-$2.07M	0.07%	232
2025 Q4	$5.86M	Sell	106,370 -20,313	-16%	-$1.09M	0.11%	171
2025 Q3	$6.63M	Sell	126,683 -25,867	-17%	-$1.35M	0.13%	159
2025 Q2	$7.51M	Sell	152,550 -6,575	-4%	-$301K	0.19%	121
2025 Q1	$6.99M	Buy	159,125 +1,392	+0.9%	+$65.2K	0.22%	93
2024 Q4	$7.31M	Sell	157,733 -2,090	-1%	-$99.7K	0.27%	82
2024 Q3	$7.37M	Sell	159,823 -1,191	-0.7%	-$52.2K	0.45%	44
2024 Q2	$6.83M	Buy	161,014 +243	+0.2%	+$10.2K	0.5%	37
2024 Q1	$6.83M	Buy	160,771 +6,409	+4%	+$247K	0.63%	25
2023 Q4	$5.64M	Buy	+154,362	New	+$5.46M	0.71%	24

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

Modern Wealth Management's BUL Position: Q2 2026 in Review

Modern Wealth Management reduced its Pacer US Cash Cows Growth ETF (BUL) stake by 56% in Q2 2026, selling an estimated $2.24M and leaving 30,766 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #405.

Modern Wealth Management first reported a position in BUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.51M in Q2 2025. 52 funds tracked by Wall St. Rank hold BUL as of Q2 2026.

Modern Wealth Management held 30,766 shares of Pacer US Cash Cows Growth ETF worth $1.81M as of Q2 2026.
Modern Wealth Management sold 38,656 Pacer US Cash Cows Growth ETF shares in Q2 2026, an estimated $2.24M.
Pacer US Cash Cows Growth ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #405 holding.
Modern Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $7.51M in Q2 2025.
52 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.