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Householder Group Estate & Retirement Specialist’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$901K Buy
20,480
+6,900
+51% +$319K 0.67% 28
2024
Q3 		$631K Sell
13,580
-60
-0.4% -$2.71K 0.18% 111
2024
Q2 		$594K Buy
13,640
+830
+6% +$38.2K 0.17% 118
2024
Q1 		$630K Buy
12,810
+1,260
+11% +$59.9K 0.19% 108
2023
Q4 		$554K Buy
+11,550
New +$496K 0.18% 107

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CALF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 51% in Q4 2024, buying an estimated $319K and bringing the position to 20,480 shares worth $901K. The position accounts for 0.67% of the portfolio, ranked #28.

Householder Group Estate & Retirement Specialist first reported a position in CALF in Q4 2023 and has held it in 5 quarters since. 541 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 20,480 shares of Pacer US Small Cap Cash Cows 100 ETF worth $901K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist bought 6,900 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $319K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.67% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #28 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 5 quarters since.
  • 541 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.