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Bartlett & Co’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Bartlett & Co’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
2023
Q4 		$18K Buy
365
+361
+9,025% +$15.5K ﹤0.01% 896
2023
Q3 		$0 Buy
+4
New +$169 ﹤0.01% 1140

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bartlett & Co's CALF Position: Q4 2023 in Review

Bartlett & Co increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 9,025% in Q4 2023, buying an estimated $15.5K and bringing the position to 365 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Bartlett & Co first reported a position in CALF in Q3 2023 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold CALF as of Q4 2023.

  • Bartlett & Co held 365 shares of Pacer US Small Cap Cash Cows 100 ETF worth $18K as of Q4 2023.
  • Bartlett & Co bought 361 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2023, an estimated $15.5K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #896 holding.
  • Bartlett & Co first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.