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New Century Financial Group’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-6,148
Closed -$322K – 9
2025
Q3 		$322K Sell
6,148
-11,137
-64% -$579K 0.57% 48
2025
Q2 		$851K Buy
+17,285
New +$792K 1% 40

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Envestnet Asset Management
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MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Century Financial Group's BUL Position: Q4 2025 in Review

New Century Financial Group sold out of Pacer US Cash Cows Growth ETF (BUL) in Q4 2025, closing a stake of 6,148 shares — an estimated $322K sold.

New Century Financial Group first reported a position in BUL in Q2 2025 and held it in 2 quarters. The position peaked at $851K in Q2 2025. 46 funds tracked by Wall St. Rank hold BUL as of Q4 2025.

  • New Century Financial Group reported no remaining Pacer US Cash Cows Growth ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,148 Pacer US Cash Cows Growth ETF shares in Q4 2025, an estimated $322K.
  • New Century Financial Group first reported a position in Pacer US Cash Cows Growth ETF in Q2 2025 and held it in 2 quarters.
  • New Century Financial Group's Pacer US Cash Cows Growth ETF position peaked at $851K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.