FWI
CALF icon

Facet Wealth Inc’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Facet Wealth Inc’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
Q1 		– Sell
-4,967
Closed -$233K – 123
2023
Q4 		$233K Buy
+4,967
New +$213K 0.01% 103

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LPL Financial
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Northwestern Mutual Wealth Management
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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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Facet Wealth Inc's CALF Position: Q1 2024 in Review

Facet Wealth Inc sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2024, closing a stake of 4,967 shares — an estimated $233K sold.

Facet Wealth Inc first reported a position in CALF in Q4 2023 and held it in 1 quarter. The position peaked at $233K in Q4 2023. 505 funds tracked by Wall St. Rank hold CALF as of Q1 2024.

  • Facet Wealth Inc reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Facet Wealth Inc sold 4,967 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2024, an estimated $233K.
  • Facet Wealth Inc first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 1 quarter.
  • Facet Wealth Inc's Pacer US Small Cap Cash Cows 100 ETF position peaked at $233K in Q4 2023.
  • 505 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2024.

Based on Facet Wealth Inc's 13F filing for Q1 2024, filed 7 May 2024.