Fulcrum Equity Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Fulcrum Equity Management’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
2022 Q1	–	Sell	-7,278	Closed	-$311K	–	117
2021 Q4	$311K	Sell	7,278 -5,936	-45%	-$261K	0.12%	130
2021 Q3	$561K	Buy	+13,214	New	+$571K	0.22%	78

Other funds holding CALF

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPWG

Sage Private Wealth Group Oakbrook Terrace, Illinois $222M AUM 31.12% 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

Fulcrum Equity Management's CALF Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2022, closing a stake of 7,278 shares — an estimated $311K sold.

Fulcrum Equity Management first reported a position in CALF in Q3 2021 and held it in 2 quarters. The position peaked at $561K in Q3 2021. 100 funds tracked by Wall St. Rank hold CALF as of Q1 2022.

Fulcrum Equity Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 7,278 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2022, an estimated $311K.
Fulcrum Equity Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2021 and held it in 2 quarters.
Fulcrum Equity Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $561K in Q3 2021.
100 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.