Financial Architects (New Jersey)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Financial Architects (New Jersey)’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 Q2	$827K	Buy	20,316 +1,253	+7%	+$47.6K	0.12%	158
2023 Q1	$726K	Buy	19,063 +7,765	+69%	+$299K	0.12%	168
2022 Q4	$406K	Buy	11,298 +2,359	+26%	+$87.1K	0.07%	230
2022 Q3	$291K	Buy	+8,939	New	+$324K	0.05%	252

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Architects (New Jersey)'s CALF Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.6% in Q2 2023, buying an estimated $47.6K and bringing the position to 20,316 shares worth $827K. The position accounts for 0.12% of the portfolio, ranked #158.

Financial Architects (New Jersey) first reported a position in CALF in Q3 2022 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold CALF as of Q2 2023.

Financial Architects (New Jersey) held 20,316 shares of Pacer US Small Cap Cash Cows 100 ETF worth $827K as of Q2 2023.
Financial Architects (New Jersey) bought 1,253 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2023, an estimated $47.6K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.12% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #158 holding.
Financial Architects (New Jersey) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2022 and has held it in 4 quarters since.
233 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.