DI
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Disciplined Investments’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-66
Closed -$2.69K – 318
2023
Q2 		$2.69K Buy
+66
New +$2.51K ﹤0.01% 546

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Disciplined Investments's CALF Position: Q3 2023 in Review

Disciplined Investments sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2023, closing a stake of 66 shares — an estimated $2.69K sold.

Disciplined Investments first reported a position in CALF in Q2 2023 and held it in 1 quarter. The position peaked at $2.69K in Q2 2023. 280 funds tracked by Wall St. Rank hold CALF as of Q3 2023.

  • Disciplined Investments reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 66 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2023, an estimated $2.69K.
  • Disciplined Investments first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.69K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.