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Guardian Wealth Advisors (North Carolina)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q4 		– Sell
-150
Closed -$5K – 383
2022
Q3 		$5K Buy
150
+25
+20% +$907 ﹤0.01% 307
2022
Q2 		$4K Buy
+125
New +$4.71K ﹤0.01% 315

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CALF Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2022, closing a stake of 150 shares — an estimated $5K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CALF in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 153 funds tracked by Wall St. Rank hold CALF as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 150 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2022, an estimated $5K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2022 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $5K in Q3 2022.
  • 153 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.