GoalVest Advisory’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

GoalVest Advisory’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	–	Sell	-50	Closed	-$1.9K	–	369
2023 Q1	$1.9K	Buy	+50	New	+$1.93K	﹤0.01%	224

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

GoalVest Advisory's CALF Position: Q2 2023 in Review

GoalVest Advisory sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2023, closing a stake of 50 shares — an estimated $1.9K sold.

GoalVest Advisory first reported a position in CALF in Q1 2023 and held it in 1 quarter. The position peaked at $1.9K in Q1 2023. 234 funds tracked by Wall St. Rank hold CALF as of Q2 2023.

GoalVest Advisory reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 50 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2023, an estimated $1.9K.
GoalVest Advisory first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.9K in Q1 2023.
234 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.