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Key Client Fiduciary Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Key Client Fiduciary Advisors’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 		– Sell
-14,690
Closed -$683K – 197
2024
Q3 		$683K Sell
14,690
-648
-4% -$29.3K 0.31% 74
2024
Q2 		$668K Sell
15,338
-736
-5% -$33.9K 0.33% 69
2024
Q1 		$790K Buy
16,074
+8,366
+109% +$398K 0.42% 56
2023
Q4 		$370K Buy
+7,708
New +$331K 0.21% 116

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 $374B AUM 17.66% 1-Year Est. Return

Key Client Fiduciary Advisors's CALF Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2024, closing a stake of 14,690 shares — an estimated $683K sold.

Key Client Fiduciary Advisors first reported a position in CALF in Q4 2023 and held it in 4 quarters. The position peaked at $790K in Q1 2024. 541 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

  • Key Client Fiduciary Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 14,690 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $683K.
  • Key Client Fiduciary Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 4 quarters.
  • Key Client Fiduciary Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $790K in Q1 2024.
  • 541 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.