Artemis Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Artemis Wealth Advisors’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 Q4	–	Sell	-906,227	Closed	-$42.2M	–	38
2024 Q3	$42.2M	Buy	906,227 +3,901	+0.4%	+$176K	4.2%	3
2024 Q2	$39.3M	Sell	902,326 -1,108	-0.1%	-$51K	3.7%	3
2024 Q1	$44.4M	Sell	903,434 -130,536	-13%	-$6.21M	4.49%	3
2023 Q4	$49.7M	Buy	1,033,970 +305,277	+42%	+$13.1M	9.52%	2
2023 Q3	$30.4M	Buy	728,693 +144,460	+25%	+$6.1M	5.69%	3
2023 Q2	$23.8M	Buy	+584,233	New	+$22.2M	4.33%	4

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Artemis Wealth Advisors's CALF Position: Q4 2024 in Review

Artemis Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2024, closing a stake of 906,227 shares — an estimated $42.2M sold.

Artemis Wealth Advisors first reported a position in CALF in Q2 2023 and held it in 6 quarters. The position peaked at $49.7M in Q4 2023. 542 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

Artemis Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
Artemis Wealth Advisors sold 906,227 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $42.2M.
Artemis Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and held it in 6 quarters.
Artemis Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $49.7M in Q4 2023.
542 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Artemis Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.