LMKC
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L.M. Kohn & Company’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

L.M. Kohn & Company’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
-4,150
Closed -$204K – 270
2024
Q1 		$204K Buy
+4,150
New +$197K 0.06% 249

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

L.M. Kohn & Company's CALF Position: Q2 2024 in Review

L.M. Kohn & Company sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2024, closing a stake of 4,150 shares — an estimated $204K sold.

L.M. Kohn & Company first reported a position in CALF in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 510 funds tracked by Wall St. Rank hold CALF as of Q2 2024.

  • L.M. Kohn & Company reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,150 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2024, an estimated $204K.
  • L.M. Kohn & Company first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's Pacer US Small Cap Cash Cows 100 ETF position peaked at $204K in Q1 2024.
  • 510 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2024.

Based on L.M. Kohn & Company's 13F filing for Q2 2024, filed 31 Jul 2024.