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Steward Partners Investment Advisory’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Steward Partners Investment Advisory’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 		$24.1K Hold
445
– – ﹤0.01% 3141
2025
Q4 		$24.5K Buy
445
+94
+27% +$5.04K ﹤0.01% 3058
2025
Q3 		$18.4K Buy
351
+98
+39% +$5.1K ﹤0.01% 3129
2025
Q2 		$12.5K Buy
253
+79
+45% +$3.62K ﹤0.01% 3116
2025
Q1 		$7.65K Buy
174
+124
+248% +$5.81K ﹤0.01% 3216
2024
Q4 		$2.32K Buy
+50
New +$2.38K ﹤0.01% 3601

Other funds holding BUL

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Steward Partners Investment Advisory's BUL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Pacer US Cash Cows Growth ETF (BUL) position steady in Q1 2026 at 445 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Steward Partners Investment Advisory first reported a position in BUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.5K in Q4 2025. 51 funds tracked by Wall St. Rank hold BUL as of Q1 2026.

  • Steward Partners Investment Advisory held 445 shares of Pacer US Cash Cows Growth ETF worth $24.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Pacer US Cash Cows Growth ETF share count unchanged in Q1 2026.
  • Pacer US Cash Cows Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3141 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer US Cash Cows Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Pacer US Cash Cows Growth ETF position peaked at $24.5K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.