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Principal Securities’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Principal Securities’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
Q3 		– Sell
-260
Closed -$11K – 3444
2024
Q2 		$11K Hold
260
– – ﹤0.01% 2340
2024
Q1 		$11K Hold
260
– – ﹤0.01% 2282
2023
Q4 		$9.49K Buy
+260
New +$9.19K ﹤0.01% 2270

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Principal Securities's BUL Position: Q3 2024 in Review

Principal Securities sold out of Pacer US Cash Cows Growth ETF (BUL) in Q3 2024, closing a stake of 260 shares — an estimated $11K sold.

Principal Securities first reported a position in BUL in Q4 2023 and held it in 3 quarters. The position peaked at $11K in Q1 2024. 25 funds tracked by Wall St. Rank hold BUL as of Q3 2024.

  • Principal Securities reported no remaining Pacer US Cash Cows Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 260 Pacer US Cash Cows Growth ETF shares in Q3 2024, an estimated $11K.
  • Principal Securities first reported a position in Pacer US Cash Cows Growth ETF in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Pacer US Cash Cows Growth ETF position peaked at $11K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.