Ergawealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Ergawealth Advisors’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
2024 Q3	–	Sell	-18,750	Closed	-$817K	–	61
2024 Q2	$817K	Buy	18,750 +6,756	+56%	+$311K	0.44%	29
2024 Q1	$590K	Sell	11,994 -2,551	-18%	-$121K	0.32%	30
2023 Q4	$699K	Buy	+14,545	New	+$625K	0.43%	24
2023 Q1	–	Sell	-10,077	Closed	-$362K	–	47
2022 Q4	$362K	Buy	+10,077	New	+$372K	0.33%	31

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ergawealth Advisors's CALF Position: Q3 2024 in Review

Ergawealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2024, closing a stake of 18,750 shares — an estimated $817K sold.

Ergawealth Advisors first reported a position in CALF in Q4 2022 and held it in 4 quarters. The position peaked at $817K in Q2 2024. 502 funds tracked by Wall St. Rank hold CALF as of Q3 2024.

Ergawealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
Ergawealth Advisors sold 18,750 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2024, an estimated $817K.
Ergawealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and held it in 4 quarters.
Ergawealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $817K in Q2 2024.
502 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2024.

Based on Ergawealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.