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

Napa 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
2024
Q1 		– Sell
-23,213
Closed -$848K – 77
2023
Q4 		$848K Buy
+23,213
New +$821K 0.46% 47

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Napa Wealth Management's BUL Position: Q1 2024 in Review

Napa Wealth Management sold out of Pacer US Cash Cows Growth ETF (BUL) in Q1 2024, closing a stake of 23,213 shares — an estimated $848K sold.

Napa Wealth Management first reported a position in BUL in Q4 2023 and held it in 1 quarter. The position peaked at $848K in Q4 2023. 29 funds tracked by Wall St. Rank hold BUL as of Q1 2024.

  • Napa Wealth Management reported no remaining Pacer US Cash Cows Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Napa Wealth Management sold 23,213 Pacer US Cash Cows Growth ETF shares in Q1 2024, an estimated $848K.
  • Napa Wealth Management first reported a position in Pacer US Cash Cows Growth ETF in Q4 2023 and held it in 1 quarter.
  • Napa Wealth Management's Pacer US Cash Cows Growth ETF position peaked at $848K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2024.

Based on Napa Wealth Management's 13F filing for Q1 2024, filed 14 Aug 2024.