Impact Partnership Wealth’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Impact Partnership Wealth’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	-410	Closed	-$20.2K	–	283
2024 Q1	$20.2K	Buy	+410	New	+$19.5K	0.01%	387
2023 Q4	–	Sell	-1,068	Closed	-$44.5K	–	871
2023 Q3	$44.5K	Sell	1,068 -113	-10%	-$4.77K	0.01%	409
2023 Q2	$48.1K	Buy	+1,181	New	+$44.8K	0.02%	262

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impact Partnership Wealth's CALF Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2024, closing a stake of 410 shares — an estimated $20.2K sold.

Impact Partnership Wealth first reported a position in CALF in Q2 2023 and held it in 3 quarters. The position peaked at $48.1K in Q2 2023. 510 funds tracked by Wall St. Rank hold CALF as of Q2 2024.

Impact Partnership Wealth reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 410 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2024, an estimated $20.2K.
Impact Partnership Wealth first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and held it in 3 quarters.
Impact Partnership Wealth's Pacer US Small Cap Cash Cows 100 ETF position peaked at $48.1K in Q2 2023.
510 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.