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ICA Group Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-6,866
Closed -$338K – 856
2024
Q1 		$338K Buy
6,866
+6,561
+2,151% +$312K 0.07% 215
2023
Q4 		$14.6K Buy
+305
New +$13.1K ﹤0.01% 799

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

ICA Group Wealth Management's CALF Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2024, closing a stake of 6,866 shares — an estimated $338K sold.

ICA Group Wealth Management first reported a position in CALF in Q4 2023 and held it in 2 quarters. The position peaked at $338K in Q1 2024. 508 funds tracked by Wall St. Rank hold CALF as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6,866 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2024, an estimated $338K.
  • ICA Group Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $338K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.