Creative Financial Designs’s Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG Stock Holding History

Creative Financial Designs’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 Q2	–	Sell	-6	Closed	-$145	–	1654
2024 Q1	$145	Hold	6	–	–	﹤0.01%	1639
2023 Q4	$144	Hold	6	–	–	﹤0.01%	1575
2023 Q3	$124	Hold	6	–	–	﹤0.01%	1479
2023 Q2	$135	Buy	+6	New	+$127	﹤0.01%	1450

Other funds holding CAFG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Creative Financial Designs's CAFG Position: Q2 2024 in Review

Creative Financial Designs sold out of Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) in Q2 2024, closing a stake of 6 shares — an estimated $145 sold.

Creative Financial Designs first reported a position in CAFG in Q2 2023 and held it in 4 quarters. The position peaked at $145 in Q1 2024. 11 funds tracked by Wall St. Rank hold CAFG as of Q2 2024.

Creative Financial Designs reported no remaining Pacer US Small Cap Cash Cows Growth Leaders ETF position as of Q2 2024 after selling out during the quarter.
Creative Financial Designs sold 6 Pacer US Small Cap Cash Cows Growth Leaders ETF shares in Q2 2024, an estimated $145.
Creative Financial Designs first reported a position in Pacer US Small Cap Cash Cows Growth Leaders ETF in Q2 2023 and held it in 4 quarters.
Creative Financial Designs's Pacer US Small Cap Cash Cows Growth Leaders ETF position peaked at $145 in Q1 2024.
11 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows Growth Leaders ETF as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.