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IAG Wealth Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-137
Closed -$4.92K – 456
2022
Q4 		$4.92K Hold
137
– – ﹤0.01% 363
2022
Q3 		$4K Buy
+137
New +$4.97K ﹤0.01% 352

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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 $85.1B AUM 27.35% 1-Year Est. Return

IAG Wealth Partners's CALF Position: Q1 2023 in Review

IAG Wealth Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2023, closing a stake of 137 shares — an estimated $4.92K sold.

IAG Wealth Partners first reported a position in CALF in Q3 2022 and held it in 2 quarters. The position peaked at $4.92K in Q4 2022. 194 funds tracked by Wall St. Rank hold CALF as of Q1 2023.

  • IAG Wealth Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 137 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2023, an estimated $4.92K.
  • IAG Wealth Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.92K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.