Koshinski Asset Management
CALF icon

Koshinski Asset Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Koshinski Asset 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
Q3 		– Sell
-5,152
Closed -$218K – 637
2024
Q2 		$218K Buy
5,152
+945
+22% +$43.5K 0.02% 553
2024
Q1 		$207K Sell
4,207
-1,465
-26% -$69.7K 0.02% 536
2023
Q4 		$272K Buy
+5,672
New +$244K 0.04% 418
2022
Q2 		– Sell
-450
Closed -$18K – 771
2022
Q1 		$18K Sell
450
-3,000
-87% -$123K ﹤0.01% 1438
2021
Q4 		$148K Hold
3,450
– – 0.01% 721
2021
Q3 		$146K Buy
+3,450
New +$149K 0.01% 712

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LPL Financial
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Northwestern Mutual Wealth Management
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return