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 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 $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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Modern Wealth Management's BUL Position: Q1 2026 in Review

Modern Wealth Management reduced its Pacer US Cash Cows Growth ETF (BUL) stake by 35% in Q1 2026, selling an estimated $2.07M and leaving 69,422 shares worth $3.8M. The position accounts for 0.07% of the portfolio, ranked #232.

Modern Wealth Management first reported a position in BUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.51M in Q2 2025. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

Modern Wealth Management held 69,422 shares of Pacer US Cash Cows Growth ETF worth $3.8M as of Q1 2026.
Modern Wealth Management sold 36,948 Pacer US Cash Cows Growth ETF shares in Q1 2026, an estimated $2.07M.
Pacer US Cash Cows Growth ETF made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #232 holding.
Modern Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $7.51M in Q2 2025.
51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.