Institutional Ownership Pacer Fds Tr U S Cash Cows Gro (BUL)
This table provides information about the institutional ownership of Pacer Fds Tr U S Cash Cows Gro (BUL). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $71.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,003
shares
|
$49,608
0.02% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
379
shares
|
$18,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
345
shares
|
$17,063
0.02% of portfolio
|
Q3 2022
Reduced 54.96%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
208
shares
|
$10,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$9,892
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
174
shares
|
$8,606
0.0% of portfolio
|
Q1 2025
Added 248.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
163
shares
|
$8,061
0.0% of portfolio
|
Q4 2023
Reduced 70.36%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
144
shares
|
$7,122
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$4,946
0.0% of portfolio
|
Q1 2025
Reduced 81.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
26
shares
|
$1,285
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
10
shares
|
$494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|