Stratos Wealth Advisors’s Pacer US Cash Cows Growth ETF BUL Stock Holding History

Stratos Wealth Advisors’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	-7,249	Closed	-$265K	–	665
2023 Q4	$265K	Sell	7,249 -10,318	-59%	-$365K	0.02%	579
2023 Q3	$629K	Sell	17,567 -27,861	-61%	-$1M	0.04%	390
2023 Q2	$1.57M	Sell	45,428 -5,069	-10%	-$173K	0.11%	229
2023 Q1	$1.75M	Buy	50,497 +8,749	+21%	+$310K	0.13%	207
2022 Q4	$1.5M	Buy	41,748 +2,042	+5%	+$72.4K	0.13%	223
2022 Q3	$1.24M	Buy	39,706 +3,218	+9%	+$113K	0.13%	209
2022 Q2	$1.19M	Buy	+36,488	New	+$1.3M	0.11%	239

Other funds holding BUL

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Stratos Wealth Advisors's BUL Position: Q1 2024 in Review

Stratos Wealth Advisors sold out of Pacer US Cash Cows Growth ETF (BUL) in Q1 2024, closing a stake of 7,249 shares — an estimated $265K sold.

Stratos Wealth Advisors first reported a position in BUL in Q2 2022 and held it in 7 quarters. The position peaked at $1.75M in Q1 2023. 29 funds tracked by Wall St. Rank hold BUL as of Q1 2024.

Stratos Wealth Advisors reported no remaining Pacer US Cash Cows Growth ETF position as of Q1 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 7,249 Pacer US Cash Cows Growth ETF shares in Q1 2024, an estimated $265K.
Stratos Wealth Advisors first reported a position in Pacer US Cash Cows Growth ETF in Q2 2022 and held it in 7 quarters.
Stratos Wealth Advisors's Pacer US Cash Cows Growth ETF position peaked at $1.75M in Q1 2023.
29 funds tracked by Wall St. Rank held Pacer US Cash Cows Growth ETF as of Q1 2024.

Based on Stratos Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.