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Capasso Planning Partners’s Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG Stock Holding History

Capasso Planning Partners’s Portfolio CAFG Stock Details CAFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,634
Closed -$322K – 106
2024
Q3 		$322K Sell
12,634
-1,535
-11% -$37.4K 0.1% 118
2024
Q2 		$335K Buy
+14,169
New +$334K 0.11% 111

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Cetera Investment Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWM
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CAPTRUST Financial Advisors
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capasso Planning Partners's CAFG Position: Q4 2024 in Review

Capasso Planning Partners sold out of Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) in Q4 2024, closing a stake of 12,634 shares — an estimated $322K sold.

Capasso Planning Partners first reported a position in CAFG in Q2 2024 and held it in 2 quarters. The position peaked at $335K in Q2 2024. 12 funds tracked by Wall St. Rank hold CAFG as of Q4 2024.

  • Capasso Planning Partners reported no remaining Pacer US Small Cap Cash Cows Growth Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 12,634 Pacer US Small Cap Cash Cows Growth Leaders ETF shares in Q4 2024, an estimated $322K.
  • Capasso Planning Partners first reported a position in Pacer US Small Cap Cash Cows Growth Leaders ETF in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Pacer US Small Cap Cash Cows Growth Leaders ETF position peaked at $335K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows Growth Leaders ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.