CASC
CALF icon

Coppell Advisory Solutions Corp’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-3,825
Closed -$138K – 329
2022
Q4 		$138K Buy
+3,825
New +$141K 0.05% 196

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Coppell Advisory Solutions Corp's CALF Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2023, closing a stake of 3,825 shares — an estimated $138K sold.

Coppell Advisory Solutions Corp first reported a position in CALF in Q4 2022 and held it in 1 quarter. The position peaked at $138K in Q4 2022. 194 funds tracked by Wall St. Rank hold CALF as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,825 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2023, an estimated $138K.
  • Coppell Advisory Solutions Corp first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Pacer US Small Cap Cash Cows 100 ETF position peaked at $138K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.