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Accordant Advisory Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Accordant Advisory Group’s Portfolio CALF Stock Details CALF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-52,254
Closed -$2.57M – 162
2024
Q1 		$2.57M Buy
+52,254
New +$2.48M 1.92% 13

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accordant Advisory Group's CALF Position: Q2 2024 in Review

Accordant Advisory Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2024, closing a stake of 52,254 shares — an estimated $2.57M sold.

Accordant Advisory Group first reported a position in CALF in Q1 2024 and held it in 1 quarter. The position peaked at $2.57M in Q1 2024. 508 funds tracked by Wall St. Rank hold CALF as of Q2 2024.

  • Accordant Advisory Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Accordant Advisory Group sold 52,254 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2024, an estimated $2.57M.
  • Accordant Advisory Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 1 quarter.
  • Accordant Advisory Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.57M in Q1 2024.
  • 508 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2024.

Based on Accordant Advisory Group's 13F filing for Q2 2024, filed 19 Jul 2024.